Horan Securities’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 | $274K | Buy |
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|
2025
Q1 | $286K | Buy |
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|
2024
Q4 | $256K | Buy |
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|
2024
Q3 | $287K | Buy |
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|
2024
Q2 | $266K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $121K | Buy |
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|
2023
Q1 | $80.9K | Hold |
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|
2022
Q4 | $75K | Sell |
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|
2022
Q3 | $62K | Hold |
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|
2022
Q2 | $67K | Hold |
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|
2022
Q1 | $74K | Hold |
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|
2021
Q4 | $84K | Buy |
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|
2021
Q2 | $79K | Hold |
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|
2021
Q1 | $66K | Hold |
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|
2020
Q4 | $65K | Hold |
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|
2020
Q3 | $60K | Hold |
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|
2020
Q2 | $55K | Buy |
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