Lafayette Investments’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 | $1.55M | Buy |
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|
2025
Q2 | $1.32M | Buy |
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|
2025
Q1 | $1.33M | Buy |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $1.21M | Buy |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $777K | Buy |
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|
2023
Q3 | $656K | Buy |
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|
2023
Q2 | $578K | Buy |
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|
2023
Q1 | $516K | Buy |
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|
2022
Q4 | $425K | Buy |
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|
2022
Q3 | $330K | Buy |
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|
2022
Q2 | $363K | Sell |
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|
2022
Q1 | $469K | Buy |
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|
2021
Q4 | $524K | Buy |
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|
2021
Q3 | $348K | Buy |
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|
2021
Q2 | $217K | Buy |
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