Okabena Investment Services’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
Q2 | $2.22M | Sell |
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|
2025
Q1 | $2.57M | Buy |
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|
2024
Q4 | $2.19M | Sell |
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|
2024
Q3 | $2.66M | Hold |
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|
2024
Q2 | $2.46M | Sell |
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|
2024
Q1 | $3.12M | Sell |
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|
2023
Q4 | $3.16M | Sell |
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|
2023
Q3 | $3.11M | Sell |
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|
2023
Q2 | $3.9M | Sell |
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|
2023
Q1 | $4.57M | Buy |
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|
2022
Q4 | $3.53M | Sell |
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|
2022
Q3 | $3.75M | Sell |
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|
2022
Q2 | $4.68M | Buy |
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|
2022
Q1 | $2.54M | Buy |
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|
2021
Q4 | $2.44M | Buy |
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|
2021
Q3 | $2.3M | Buy |
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|
2021
Q2 | $2.08M | Buy |
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|
2021
Q1 | $1.58M | Buy |
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|
2020
Q4 | $1.26M | Buy |
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|
2020
Q3 | $1.16M | Buy |
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