Key Financial Inc’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 | $53.4K | Sell |
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|
2025
Q2 | $57.7K | Sell |
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|
2025
Q1 | $65.5K | Hold |
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|
2024
Q4 | $58.8K | Hold |
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|
2024
Q3 | $66K | Buy |
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|
2024
Q2 | $60.6K | Buy |
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|
2024
Q1 | $58.1K | Hold |
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|
2023
Q4 | $52.3K | Sell |
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|
2023
Q3 | $48.3K | Hold |
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|
2023
Q2 | $53.6K | Hold |
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|
2023
Q1 | $50.8K | Hold |
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|
2022
Q4 | $38.4K | Hold |
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|
2022
Q3 | $38K | Hold |
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|
2022
Q2 | $43K | Hold |
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|
2022
Q1 | $46K | Sell |
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|
2021
Q4 | $56K | Hold |
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|
2021
Q3 | $53K | Buy |
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|
2021
Q2 | $53K | Buy |
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|
2021
Q1 | $38K | Buy |
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|
2020
Q4 | $35K | Buy |
|