Lindbrook Capital’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
Q1 | $620K | Buy |
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|
2024
Q4 | $552K | Buy |
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|
2024
Q3 | $615K | Sell |
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|
2024
Q2 | $586K | Buy |
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|
2024
Q1 | $593K | Buy |
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|
2023
Q4 | $527K | Buy |
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|
2023
Q3 | $416K | Buy |
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|
2023
Q2 | $461K | Sell |
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|
2023
Q1 | $454K | Sell |
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|
2022
Q4 | $438K | Buy |
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|
2022
Q3 | $338K | Buy |
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|
2022
Q2 | $374K | Buy |
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|
2022
Q1 | $400K | Sell |
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|
2021
Q4 | $464K | Buy |
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|
2021
Q3 | $106K | Hold |
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|
2021
Q2 | $106K | Sell |
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|
2021
Q1 | $123K | Buy |
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|
2020
Q4 | $121K | Hold |
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|
2020
Q3 | $111K | Sell |
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|
2020
Q2 | $102K | Buy |
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