Stonebridge Capital Advisors’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
Q2 | $262K | Sell |
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|
2025
Q1 | $283K | Buy |
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|
2024
Q4 | $234K | Sell |
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|
2024
Q3 | $329K | Hold |
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|
2024
Q2 | $305K | Sell |
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|
2024
Q1 | $332K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $42.3K | Hold |
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|
2023
Q2 | $46.9K | Hold |
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|
2023
Q1 | $44.5K | Sell |
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|
2022
Q4 | $64.8K | Hold |
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|
2022
Q3 | $53K | Hold |
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|
2022
Q2 | $58K | Sell |
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|
2022
Q1 | $66K | Hold |
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|
2021
Q4 | $74K | Sell |
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|
2021
Q3 | $86K | Sell |
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|
2021
Q2 | $157K | Buy |
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|
2021
Q1 | $74K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $70K | Buy |
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