Investment 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 | $485K | Sell |
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|
2025
Q2 | $546K | Buy |
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|
2025
Q1 | $536K | Sell |
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|
2024
Q4 | $485K | Sell |
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|
2024
Q3 | $551K | Sell |
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|
2024
Q2 | $535K | Sell |
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|
2024
Q1 | $559K | Sell |
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|
2023
Q4 | $508K | Sell |
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|
2023
Q3 | $460K | Hold |
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|
2023
Q2 | $509K | Buy |
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|
2023
Q1 | $483K | Sell |
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|
2022
Q4 | $452K | Hold |
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|
2022
Q3 | $368K | Sell |
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|
2022
Q2 | $415K | Sell |
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|
2022
Q1 | $489K | Buy |
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|
2021
Q4 | $553K | Buy |
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|
2021
Q3 | $497K | Sell |
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|
2021
Q2 | $505K | Buy |
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|
2020
Q4 | $449K | Sell |
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|
2020
Q3 | $444K | Buy |
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|
2020
Q2 | $394K | Buy |
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