Pathstone Family Office’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
Q3 | $2.39M | Buy |
|
|||||
|
2023
Q2 | $880K | Buy |
|
|||||
|
2023
Q1 | $784K | Sell |
|
|||||
|
2022
Q4 | $3.17M | Buy |
|
|||||
|
2022
Q3 | $1.23M | Buy |
|
|||||
|
2022
Q2 | $547K | Buy |
|
|||||
|
2022
Q1 | $323K | Sell |
|
|||||
|
2021
Q4 | $540K | Buy |
|
|||||
|
2021
Q3 | $406K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $53K | Buy |
|
|||||
|
2020
Q3 | $40K | Hold |
|
|||||
|
2020
Q2 | $36K | Buy |
|