Graybill Wealth Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.1M | Buy |
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|
2025
Q2 | $5.45M | Buy |
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|
2025
Q1 | $5.56M | Buy |
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|
2024
Q3 | $5.6M | Sell |
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|
2024
Q2 | $5.22M | Buy |
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|
2024
Q1 | $5.31M | Buy |
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|
2023
Q4 | $4.79M | Sell |
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|
2023
Q3 | $4.38M | Buy |
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|
2023
Q2 | $4.79M | Buy |
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|
2023
Q1 | $4.46M | Sell |
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|
2022
Q4 | $4.21M | Buy |
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|
2022
Q3 | $3.42M | Sell |
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|
2022
Q2 | $3.8M | Sell |
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|
2022
Q1 | $4.25M | Buy |
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|
2021
Q4 | $4.72M | Buy |
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|
2021
Q3 | $4.41M | Sell |
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|
2021
Q2 | $4.4M | Sell |
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|
2021
Q1 | $3.7M | Buy |
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|
2020
Q4 | $3.59M | Buy |
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|
2020
Q3 | $3.32M | Buy |
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|
2020
Q2 | $3.02M | Buy |
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