Monarch Capital Management’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 | $823K | Sell |
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|
2025
Q2 | $902K | Sell |
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|
2025
Q1 | $951K | Sell |
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|
2024
Q4 | $903K | Sell |
|
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|
2024
Q3 | $1.03M | Sell |
|
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|
2024
Q2 | $969K | Sell |
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|
2024
Q1 | $1.02M | Sell |
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|
2023
Q4 | $936K | Sell |
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|
2023
Q3 | $879K | Sell |
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|
2023
Q2 | $1.03M | Sell |
|
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|
2023
Q1 | $1.15M | Sell |
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|
2022
Q4 | $1.17M | Sell |
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|
2022
Q3 | $1.03M | Sell |
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|
2022
Q2 | $1.21M | Buy |
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|
2022
Q1 | $1.28M | Sell |
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|
2021
Q4 | $1.47M | Sell |
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|
2021
Q3 | $1.46M | Sell |
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|
2021
Q2 | $1.46M | Sell |
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|
2021
Q1 | $1.27M | Sell |
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|
2020
Q4 | $1.27M | Sell |
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|
2020
Q3 | $1.18M | Sell |
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|
2020
Q2 | $1.09M | Buy |
|