Mount Yale 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
Q3 | – | Sell |
|
|||||
|
2025
Q2 | $102K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $228K | Sell |
|
|||||
|
2023
Q3 | $267K | Sell |
|
|||||
|
2023
Q2 | $304K | Buy |
|
|||||
|
2023
Q1 | $287K | Sell |
|
|||||
|
2022
Q4 | $346K | Sell |
|
|||||
|
2022
Q3 | $336K | Buy |
|
|||||
|
2022
Q2 | $370K | Buy |
|
|||||
|
2022
Q1 | $368K | Buy |
|
|||||
|
2021
Q4 | $373K | Buy |
|
|||||
|
2021
Q3 | $350K | Sell |
|
|||||
|
2021
Q2 | $348K | Buy |
|
|||||
|
2021
Q1 | $286K | Buy |
|