Naples Global 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $227K | Hold |
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|
2025
Q3 | $238K | Buy |
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|
2025
Q2 | $215K | Sell |
|
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|
2025
Q1 | $236K | Hold |
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|
2024
Q4 | $211K | Hold |
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|
2024
Q3 | $237K | Buy |
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|
2024
Q2 | $218K | Hold |
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|
2024
Q1 | $225K | Hold |
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|
2023
Q4 | $203K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $213K | Buy |
|