Middleton & Co’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $206K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $269K | Sell |
|
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|
2023
Q1 | $429K | Sell |
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|
2022
Q4 | $638K | Sell |
|
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|
2022
Q3 | $1.56M | Sell |
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|
2022
Q2 | $3.69M | Sell |
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|
2022
Q1 | $6.63M | Sell |
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|
2021
Q4 | $7.62M | Buy |
|
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|
2021
Q3 | $7.02M | Buy |
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|
2021
Q2 | $6.94M | Sell |
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|
2021
Q1 | $5.88M | Buy |
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|
2020
Q4 | $5.09M | Buy |
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|
2020
Q3 | $2.77M | Buy |
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|
2020
Q2 | $2.47M | Buy |
|