Moody Lynn & Lieberson’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 | $955K | Sell |
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|
2025
Q2 | $1.14M | Sell |
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|
2025
Q1 | $1.19M | Sell |
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|
2024
Q4 | $1.17M | Sell |
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|
2024
Q3 | $1.48M | Sell |
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|
2024
Q2 | $1.4M | Sell |
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|
2024
Q1 | $1.48M | Sell |
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|
2023
Q4 | $1.83M | Sell |
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|
2023
Q3 | $1.7M | Sell |
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|
2023
Q2 | $1.93M | Sell |
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|
2023
Q1 | $1.86M | Sell |
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|
2022
Q4 | $1.79M | Sell |
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|
2022
Q3 | $1.66M | Sell |
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|
2022
Q2 | $1.97M | Sell |
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|
2022
Q1 | $17M | Sell |
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|
2021
Q4 | $21.7M | Buy |
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|
2021
Q3 | $20.5M | Sell |
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|
2021
Q2 | $20.7M | Sell |
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|
2021
Q1 | $17.8M | Buy |
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|
2020
Q4 | $17.4M | Buy |
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|
2020
Q3 | $14.5M | Buy |
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|
2020
Q2 | $10.2M | Buy |
|