Mutual 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 | $625K | Buy |
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|
2025
Q2 | $579K | Buy |
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|
2025
Q1 | $465K | Buy |
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|
2024
Q4 | $404K | Sell |
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|
2024
Q3 | $458K | Sell |
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|
2024
Q2 | $496K | Buy |
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|
2024
Q1 | $527K | Sell |
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|
2023
Q4 | $481K | Buy |
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|
2023
Q3 | $427K | Sell |
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|
2023
Q2 | $475K | Sell |
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|
2023
Q1 | $464K | Sell |
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|
2022
Q4 | $485K | Sell |
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|
2022
Q3 | $410K | Buy |
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|
2022
Q2 | $440K | Buy |
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|
2022
Q1 | $472K | Buy |
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|
2021
Q4 | $519K | Sell |
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|
2021
Q3 | $506K | Buy |
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|
2021
Q2 | $478K | Sell |
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|
2021
Q1 | $472K | Buy |
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|
2020
Q4 | $452K | Buy |
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|
2020
Q3 | $414K | Buy |
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|
2020
Q2 | $266K | Buy |
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