McDonald Partners’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 | $255K | Sell |
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|
2025
Q2 | $292K | Sell |
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|
2025
Q1 | $305K | Sell |
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|
2024
Q4 | $276K | Sell |
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|
2024
Q3 | $328K | Sell |
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|
2024
Q2 | $320K | Sell |
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|
2024
Q1 | $330K | Sell |
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|
2023
Q4 | $310K | Sell |
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|
2023
Q3 | $294K | Sell |
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|
2023
Q2 | $327K | Sell |
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|
2023
Q1 | $335K | Sell |
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|
2022
Q4 | $316K | Sell |
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|
2022
Q3 | $276K | Sell |
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|
2022
Q2 | $336K | Sell |
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|
2022
Q1 | $371K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $414K | Buy |
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|
2021
Q2 | $395K | Sell |
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|
2021
Q1 | $337K | Sell |
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|
2020
Q4 | $336K | Buy |
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