Merit Financial Group’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 | $2.61M | Buy |
|
|||||
|
2025
Q2 | $2.3M | Buy |
|
|||||
|
2025
Q1 | $1.69M | Buy |
|
|||||
|
2024
Q4 | $999K | Buy |
|
|||||
|
2024
Q3 | $1.05M | Sell |
|
|||||
|
2024
Q2 | $999K | Sell |
|
|||||
|
2024
Q1 | $973K | Buy |
|
|||||
|
2023
Q4 | $911K | Buy |
|
|||||
|
2023
Q3 | $788K | Buy |
|
|||||
|
2023
Q2 | $839K | Buy |
|
|||||
|
2023
Q1 | $786K | Sell |
|
|||||
|
2022
Q4 | $733K | Buy |
|
|||||
|
2022
Q3 | $560K | Buy |
|
|||||
|
2022
Q2 | $560K | Buy |
|
|||||
|
2022
Q1 | $604K | Sell |
|
|||||
|
2021
Q4 | $692K | Sell |
|
|||||
|
2021
Q3 | $661K | Hold |
|
|||||
|
2021
Q2 | $657K | Sell |
|
|||||
|
2021
Q1 | $554K | Hold |
|
|||||
|
2020
Q4 | $547K | Hold |
|
|||||
|
2020
Q3 | $505K | Sell |
|
|||||
|
2020
Q2 | $473K | Buy |
|