Parsec Financial Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $543K | Sell |
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|
2022
Q4 | $526K | Sell |
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|
2022
Q3 | $431K | Sell |
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|
2022
Q2 | $495K | Sell |
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|
2022
Q1 | $560K | Sell |
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|
2021
Q4 | $635K | Buy |
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|
2021
Q3 | $609K | Buy |
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|
2021
Q2 | $589K | Sell |
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|
2021
Q1 | $522K | Sell |
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|
2020
Q4 | $528K | Sell |
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|
2020
Q3 | $530K | Sell |
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|
2020
Q2 | $3.23M | Buy |
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