Salem Investment Counselors’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 | $718K | Buy |
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|
2025
Q2 | $749K | Sell |
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|
2025
Q1 | $789K | Sell |
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|
2024
Q4 | $827K | Sell |
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|
2024
Q3 | $955K | Buy |
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|
2024
Q2 | $876K | Sell |
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|
2024
Q1 | $939K | Sell |
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|
2023
Q4 | $861K | Sell |
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|
2023
Q3 | $802K | Sell |
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|
2023
Q2 | $943K | Sell |
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|
2023
Q1 | $905K | Buy |
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|
2022
Q4 | $530K | Buy |
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|
2022
Q3 | $405K | Sell |
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|
2022
Q2 | $492K | Sell |
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|
2022
Q1 | $599K | Buy |
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|
2021
Q4 | $675K | Sell |
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|
2021
Q3 | $875K | Sell |
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|
2021
Q2 | $977K | Sell |
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|
2021
Q1 | $861K | Sell |
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|
2020
Q4 | $941K | Sell |
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|
2020
Q3 | $919K | Sell |
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|
2020
Q2 | $2.12M | Buy |
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