Lido Advisors’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 | $867K | Sell |
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|
2025
Q2 | $1.12M | Buy |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $739K | Sell |
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|
2024
Q3 | $860K | Buy |
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|
2024
Q2 | $748K | Buy |
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|
2024
Q1 | $733K | Buy |
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|
2023
Q4 | $602K | Sell |
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|
2023
Q3 | $564K | Buy |
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|
2023
Q2 | $528K | Buy |
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|
2023
Q1 | $448K | Buy |
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|
2022
Q4 | $240K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $244K | Buy |
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|
2021
Q4 | $255K | Buy |
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|
2021
Q3 | $235K | Buy |
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