Philadelphia Trust Company’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 | $359K | Hold |
|
|||||
|
2025
Q2 | $389K | Sell |
|
|||||
|
2025
Q1 | $409K | Sell |
|
|||||
|
2024
Q4 | $407K | Sell |
|
|||||
|
2024
Q3 | $481K | Sell |
|
|||||
|
2024
Q2 | $715K | Sell |
|
|||||
|
2024
Q1 | $738K | Sell |
|
|||||
|
2023
Q4 | $674K | Hold |
|
|||||
|
2023
Q3 | $605K | Buy |
|
|||||
|
2023
Q2 | $666K | Sell |
|
|||||
|
2023
Q1 | $640K | Sell |
|
|||||
|
2022
Q4 | $699K | Buy |
|
|||||
|
2022
Q3 | $568K | Sell |
|
|||||
|
2022
Q2 | $632K | Sell |
|
|||||
|
2022
Q1 | $818K | Sell |
|
|||||
|
2021
Q4 | $957K | Buy |
|
|||||
|
2021
Q3 | $840K | Buy |
|
|||||
|
2021
Q2 | $803K | Buy |
|
|||||
|
2021
Q1 | $600K | Buy |
|
|||||
|
2020
Q4 | $402K | Buy |
|