Moneta Group Investment Advisors’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 | $778K | Buy |
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|
2025
Q1 | $558K | Sell |
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|
2024
Q4 | $610K | Buy |
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|
2024
Q3 | $590K | Sell |
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|
2024
Q2 | $552K | Sell |
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|
2024
Q1 | $572K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $217K | Sell |
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|
2022
Q2 | $272K | Buy |
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|
2022
Q1 | $294K | Buy |
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|
2021
Q4 | $327K | Sell |
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|
2021
Q3 | $314K | Sell |
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|
2021
Q2 | $315K | Sell |
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|
2021
Q1 | $276K | Buy |
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