Mitchell McLeod Pugh & Williams’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 | $296K | Buy |
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|
2025
Q1 | $299K | Hold |
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|
2024
Q4 | $269K | Sell |
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|
2024
Q3 | $323K | Buy |
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|
2024
Q2 | $270K | Hold |
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|
2024
Q1 | $279K | Sell |
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|
2023
Q4 | $255K | Hold |
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|
2023
Q3 | $229K | Hold |
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|
2023
Q2 | $254K | Hold |
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|
2023
Q1 | $241K | Hold |
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|
2022
Q4 | $223K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $223K | Hold |
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|
2022
Q1 | $243K | Hold |
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|
2021
Q4 | $275K | Hold |
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|
2021
Q3 | $259K | Hold |
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|
2021
Q2 | $258K | Hold |
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|
2021
Q1 | $216K | Sell |
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|
2020
Q4 | $214K | Buy |
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