Sky Investment Group’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 | $212K | Sell |
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|
2025
Q2 | $241K | Sell |
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|
2025
Q1 | $251K | Sell |
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|
2024
Q4 | $226K | Sell |
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|
2024
Q3 | $260K | Sell |
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|
2024
Q2 | $244K | Sell |
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|
2024
Q1 | $277K | Sell |
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|
2023
Q4 | $263K | Sell |
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|
2023
Q3 | $246K | Buy |
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|
2023
Q2 | $272K | Sell |
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|
2023
Q1 | $311K | Sell |
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|
2022
Q4 | $328K | Sell |
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|
2022
Q3 | $274K | Sell |
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|
2022
Q2 | $307K | Sell |
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|
2022
Q1 | $398K | Sell |
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|
2021
Q4 | $554K | Sell |
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|
2021
Q3 | $524K | Sell |
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|
2021
Q2 | $527K | Sell |
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|
2021
Q1 | $617K | Sell |
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|
2020
Q4 | $932K | Sell |
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|
2020
Q3 | $1.35M | Sell |
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|
2020
Q2 | $1.49M | Buy |
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