Patriot Financial Group Insurance Agency’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 | $209K | Sell |
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|
2025
Q2 | $230K | Sell |
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|
2025
Q1 | $246K | Buy |
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|
2024
Q4 | $220K | Buy |
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|
2024
Q3 | $246K | Sell |
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|
2024
Q2 | $251K | Buy |
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|
2024
Q1 | $252K | Sell |
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|
2023
Q4 | $228K | Sell |
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|
2023
Q3 | $216K | Sell |
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|
2023
Q2 | $241K | Buy |
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|
2023
Q1 | $228K | Sell |
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|
2022
Q4 | $218K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $206K | Sell |
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|
2022
Q1 | $238K | Sell |
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|
2021
Q4 | $290K | Buy |
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|
2021
Q3 | $274K | Sell |
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|
2021
Q2 | $287K | Sell |
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|
2021
Q1 | $243K | Sell |
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|
2020
Q4 | $249K | Buy |
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|
2020
Q3 | $219K | Buy |
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|
2020
Q2 | $180K | Buy |
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