Romano Brothers & Co’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
$643K Sell
2025
Q2
$700K Sell
2025
Q1
$739K Sell
2024
Q4
$671K Sell
2024
Q3
$767K Hold
2024
Q2
$711K Hold
2024
Q1
$733K Sell
2023
Q4
$663K Sell
2023
Q3
$631K Sell
2023
Q2
$713K Sell
2023
Q1
$693K Hold
2022
Q4
$643K Sell
2022
Q3
$552K Buy