NorthCrest Asset Manangement’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 | $751K | Buy |
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|
2025
Q2 | $344K | Buy |
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|
2025
Q1 | $332K | Sell |
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|
2024
Q4 | $352K | Sell |
|
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|
2024
Q3 | $531K | Buy |
|
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|
2024
Q2 | $475K | Sell |
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|
2024
Q1 | $504K | Sell |
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|
2023
Q4 | $476K | Sell |
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|
2023
Q3 | $433K | Sell |
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|
2023
Q2 | $536K | Sell |
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|
2023
Q1 | $525K | Buy |
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|
2022
Q4 | $396K | Sell |
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|
2022
Q3 | $443K | Buy |
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|
2022
Q2 | $404K | Sell |
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|
2022
Q1 | $482K | Sell |
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|
2021
Q4 | $567K | Buy |
|