Patten & Patten’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 | $320K | Hold |
|
|||||
|
2025
Q2 | $347K | Sell |
|
|||||
|
2025
Q1 | $364K | Sell |
|
|||||
|
2024
Q4 | $327K | Sell |
|
|||||
|
2024
Q3 | $368K | Sell |
|
|||||
|
2024
Q2 | $370K | Hold |
|
|||||
|
2024
Q1 | $381K | Hold |
|
|||||
|
2023
Q4 | $344K | Hold |
|
|||||
|
2023
Q3 | $309K | Hold |
|
|||||
|
2023
Q2 | $342K | Hold |
|
|||||
|
2023
Q1 | $324K | Sell |
|
|||||
|
2022
Q4 | $325K | Sell |
|
|||||
|
2022
Q3 | $406K | Sell |
|
|||||
|
2022
Q2 | $452K | Sell |
|
|||||
|
2022
Q1 | $507K | Sell |
|
|||||
|
2021
Q4 | $601K | Buy |
|
|||||
|
2021
Q3 | $566K | Buy |
|
|||||
|
2021
Q2 | $562K | Sell |
|
|||||
|
2021
Q1 | $581K | Sell |
|
|||||
|
2020
Q4 | $626K | Sell |
|
|||||
|
2020
Q3 | $684K | Sell |
|
|||||
|
2020
Q2 | $668K | Buy |
|