Monterey Private Wealth’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
Q1 | $414K | Hold |
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|
2024
Q4 | $371K | Sell |
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|
2024
Q3 | $434K | Sell |
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|
2024
Q2 | $476K | Hold |
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|
2024
Q1 | $491K | Buy |
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|
2023
Q4 | $441K | Sell |
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|
2023
Q3 | $400K | Sell |
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|
2023
Q2 | $458K | Sell |
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|
2023
Q1 | $478K | Sell |
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|
2022
Q4 | $456K | Buy |
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|
2022
Q3 | $374K | Hold |
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|
2022
Q2 | $409K | Buy |
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|
2022
Q1 | $450K | Buy |
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|
2021
Q4 | $402K | Buy |
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|
2021
Q3 | $382K | Hold |
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|
2021
Q2 | $375K | Buy |
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|
2021
Q1 | $329K | Sell |
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|
2020
Q4 | $304K | Buy |
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|
2020
Q3 | $281K | Hold |
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|
2020
Q2 | $256K | Buy |
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