Hazlett, Burt & Watson’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 | $297K | Hold |
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|
2025
Q1 | $309K | Sell |
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|
2024
Q4 | $291K | Buy |
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|
2024
Q3 | $327K | Buy |
|
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|
2024
Q2 | $186K | Buy |
|
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|
2024
Q1 | $112K | Buy |
|
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|
2023
Q4 | $101K | Hold |
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|
2023
Q3 | $90K | Buy |
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|
2023
Q2 | $101K | Buy |
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|
2023
Q1 | $83K | Hold |
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|
2022
Q4 | $78K | Hold |
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|
2022
Q3 | $63K | Sell |
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|
2022
Q2 | $71K | Hold |
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|
2022
Q1 | $78K | Buy |
|