Hoertkorn Richard Charles’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 | $58.5K | Sell |
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|
2025
Q2 | $67.5K | Hold |
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|
2025
Q1 | $70.4K | Hold |
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|
2024
Q4 | $63.2K | Hold |
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|
2024
Q3 | $70.9K | Hold |
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|
2024
Q2 | $65.6K | Hold |
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|
2024
Q1 | $67.7K | Hold |
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|
2023
Q4 | $61K | Hold |
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|
2023
Q3 | $54.8K | Hold |
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|
2023
Q2 | $60.7K | Hold |
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|
2023
Q1 | $57.6K | Hold |
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|
2022
Q4 | $53.4K | Hold |
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|
2022
Q3 | $44K | Hold |
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|
2022
Q2 | $48K | Hold |
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|
2022
Q1 | $52K | Hold |
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|
2021
Q4 | $59K | Hold |
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|
2021
Q3 | $56K | Hold |
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|
2021
Q2 | $56K | Hold |
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|
2021
Q1 | $47K | Hold |
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|
2020
Q4 | $46K | Hold |
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|
2020
Q3 | $42K | Hold |
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|
2020
Q2 | $39K | Buy |
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