Orion Portfolio Solutions’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
Q1 | $4.55M | Sell |
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|
2024
Q4 | $4.28M | Sell |
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|
2024
Q3 | $4.97M | Sell |
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|
2024
Q2 | $4.89M | Sell |
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|
2024
Q1 | $5.29M | Sell |
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|
2023
Q4 | $4.88M | Sell |
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|
2023
Q3 | $4.8M | Sell |
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|
2023
Q2 | $6M | Sell |
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|
2023
Q1 | $6.11M | Buy |
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|
2022
Q4 | $434K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $246K | Buy |
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|
2021
Q3 | $233K | Sell |
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|
2021
Q2 | $321K | Buy |
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|
2021
Q1 | $259K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $99K | Buy |
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