HeadInvest LLC’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 | – | Sell |
|
|||||
|
2025
Q1 | $368K | Sell |
|
|||||
|
2024
Q4 | $351K | Sell |
|
|||||
|
2024
Q3 | $404K | Sell |
|
|||||
|
2024
Q2 | $470K | Sell |
|
|||||
|
2024
Q1 | $532K | Sell |
|
|||||
|
2023
Q4 | $492K | Sell |
|
|||||
|
2023
Q3 | $455K | Buy |
|
|||||
|
2023
Q2 | $493K | Sell |
|
|||||
|
2023
Q1 | $540K | Sell |
|
|||||
|
2022
Q4 | $512K | Sell |
|
|||||
|
2022
Q3 | $430K | Sell |
|
|||||
|
2022
Q2 | $476K | Sell |
|
|||||
|
2022
Q1 | $526K | Sell |
|
|||||
|
2021
Q4 | $607K | Sell |
|
|||||
|
2021
Q3 | $579K | Sell |
|
|||||
|
2021
Q2 | $625K | Sell |
|
|||||
|
2021
Q1 | $538K | Sell |
|
|||||
|
2020
Q4 | $775K | Sell |
|
|||||
|
2020
Q3 | $761K | Sell |
|
|||||
|
2020
Q2 | $792K | Buy |
|