Principal Street Partners’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
$245K Sell
2025
Q2
$526K Buy
2025
Q1
$309K Buy
2024
Q4
$260K Sell
2024
Q3
$327K Hold
2024
Q2
$327K Buy
2024
Q1
$298K Buy
2023
Q4
$234K Sell
2023
Q3
$415K Buy
2023
Q2
$230K Hold
2023
Q1
$218K Sell
2022
Q4
$205K Buy