Montag & Associates’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 | $434K | Hold |
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|
2025
Q2 | $470K | Sell |
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|
2025
Q1 | $511K | Hold |
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|
2024
Q4 | $458K | Sell |
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|
2024
Q3 | $584K | Sell |
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|
2024
Q2 | $543K | Hold |
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|
2024
Q1 | $560K | Sell |
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|
2023
Q4 | $512K | Hold |
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|
2023
Q3 | $459K | Hold |
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|
2023
Q2 | $509K | Sell |
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|
2023
Q1 | $492K | Sell |
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|
2022
Q4 | $492K | Sell |
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|
2022
Q3 | $411K | Sell |
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|
2022
Q2 | $459K | Sell |
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|
2022
Q1 | $605K | Sell |
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|
2021
Q4 | $700K | Sell |
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|
2021
Q3 | $683K | Hold |
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|
2021
Q2 | $679K | Sell |
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|
2021
Q1 | $572K | Sell |
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|
2020
Q4 | $572K | Sell |
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|
2020
Q3 | $578K | Sell |
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|
2020
Q2 | $555K | Buy |
|