Means Investment Company’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
Q2 | $608K | Hold |
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|
2025
Q1 | $634K | Sell |
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|
2024
Q4 | $573K | Buy |
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|
2024
Q3 | $643K | Hold |
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|
2024
Q2 | $596K | Buy |
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|
2024
Q1 | $614K | Hold |
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|
2023
Q4 | $554K | Buy |
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|
2023
Q3 | $497K | Hold |
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|
2023
Q2 | $551K | Buy |
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|
2023
Q1 | $522K | Hold |
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|
2022
Q4 | $484K | Buy |
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|
2022
Q3 | $395K | Hold |
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|
2022
Q2 | $437K | Buy |
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|
2022
Q1 | $476K | Hold |
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|
2021
Q4 | $538K | Buy |
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|
2021
Q3 | $509K | Hold |
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|
2021
Q2 | $506K | Sell |
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|
2021
Q1 | $427K | Hold |
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|
2020
Q4 | $396K | Sell |
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|
2020
Q3 | $416K | Buy |
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|
2020
Q2 | $421K | Sell |
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|
2020
Q1 | $313K | Buy |
|