ICW Investment Advisors’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 | $634K | Buy |
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|
2025
Q2 | $677K | Buy |
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|
2025
Q1 | $681K | Buy |
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|
2024
Q4 | $604K | Buy |
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|
2024
Q3 | $658K | Buy |
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|
2024
Q2 | $601K | Sell |
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|
2024
Q1 | $632K | Buy |
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|
2023
Q4 | $548K | Buy |
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|
2023
Q3 | $481K | Buy |
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|
2023
Q2 | $483K | Buy |
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|
2023
Q1 | $422K | Buy |
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|
2022
Q4 | $386K | Buy |
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|
2022
Q3 | $302K | Buy |
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|
2022
Q2 | $326K | Buy |
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|
2022
Q1 | $347K | Buy |
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|
2021
Q4 | $372K | Buy |
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|
2021
Q3 | $277K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $205K | Sell |
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|
2020
Q3 | $208K | Sell |
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|
2020
Q2 | $208K | Buy |
|