Institutional & Family Asset Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $304K | Hold |
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|
2024
Q1 | $314K | Hold |
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|
2023
Q4 | $283K | Hold |
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|
2023
Q3 | $254K | Hold |
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|
2023
Q2 | $281K | Hold |
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|
2023
Q1 | $267K | Sell |
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|
2022
Q4 | $248K | Sell |
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|
2022
Q3 | $204K | Hold |
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|
2022
Q2 | $226K | Sell |
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|
2022
Q1 | $247K | Sell |
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|
2021
Q4 | $283K | Hold |
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|
2021
Q3 | $268K | Hold |
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|
2021
Q2 | $266K | Hold |
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|
2021
Q1 | $223K | Sell |
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|
2020
Q4 | $220K | Sell |
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|
2020
Q3 | $207K | Sell |
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|
2020
Q2 | $230K | Buy |
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