NorthRock Partners’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 | $961K | Buy |
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|
2025
Q2 | $849K | Buy |
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|
2025
Q1 | $695K | Buy |
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|
2024
Q4 | $583K | Sell |
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|
2024
Q3 | $673K | Sell |
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|
2024
Q2 | $638K | Buy |
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|
2024
Q1 | $644K | Buy |
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|
2023
Q4 | $504K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $325K | Buy |
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|
2021
Q3 | $286K | Buy |
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|
2021
Q2 | $253K | Buy |
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|
2021
Q1 | $203K | Sell |
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|
2020
Q4 | $228K | Sell |
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|
2020
Q3 | $214K | Sell |
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|
2020
Q2 | $209K | Buy |
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