IMA Advisory Services’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 | $869K | Buy |
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|
2025
Q2 | $849K | Sell |
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|
2025
Q1 | $898K | Sell |
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|
2024
Q4 | $874K | Sell |
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|
2024
Q3 | $995K | Buy |
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|
2024
Q2 | $905K | Sell |
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|
2024
Q1 | $946K | Sell |
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|
2023
Q4 | $878K | Sell |
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|
2023
Q3 | $868K | Sell |
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|
2023
Q2 | $991K | Buy |
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|
2023
Q1 | $926K | Sell |
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|
2022
Q4 | $862K | Buy |
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|
2022
Q3 | $666K | Sell |
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|
2022
Q2 | $747K | Buy |
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|
2022
Q1 | $800K | Sell |
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|
2021
Q4 | $916K | Sell |
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|
2021
Q3 | $881K | Sell |
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|
2021
Q2 | $885K | Sell |
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|
2021
Q1 | $747K | Buy |
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|
2020
Q4 | $664K | Sell |
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|
2020
Q3 | $671K | Sell |
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|
2020
Q2 | $613K | Buy |
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