Schnieders Capital Management’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 | – | Sell |
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|
2025
Q2 | $216K | Sell |
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|
2025
Q1 | $435K | Hold |
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|
2024
Q4 | $390K | Hold |
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|
2024
Q3 | $438K | Buy |
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|
2024
Q2 | $399K | Hold |
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|
2024
Q1 | $411K | Hold |
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|
2023
Q4 | $371K | Sell |
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|
2023
Q3 | $443K | Hold |
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|
2023
Q2 | $492K | Hold |
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|
2023
Q1 | $466K | Sell |
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|
2022
Q4 | $472K | Buy |
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|
2022
Q3 | $297K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $221K | Buy |
|