Guinness Atkinson Asset 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
Q2 | $1.15M | Hold |
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|
2025
Q1 | $1.2M | Buy |
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|
2024
Q4 | $1.04M | Buy |
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|
2024
Q3 | $942K | Sell |
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|
2024
Q2 | $904K | Sell |
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|
2024
Q1 | $948K | Hold |
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|
2023
Q4 | $855K | Sell |
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|
2023
Q3 | $790K | Buy |
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|
2023
Q2 | $815K | Buy |
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|
2023
Q1 | $660K | Buy |
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|
2022
Q4 | $599K | Sell |
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|
2022
Q3 | $524K | Sell |
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|
2022
Q2 | $627K | Hold |
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|
2022
Q1 | $683K | Hold |
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|
2021
Q4 | $773K | Sell |
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|
2021
Q3 | $778K | Sell |
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|
2021
Q2 | $837K | Buy |
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|
2021
Q1 | $661K | Buy |
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|
2020
Q4 | $603K | Buy |
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|
2020
Q3 | $495K | Hold |
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|
2020
Q2 | $451K | Buy |
|