Systematic Financial 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
Q2 | $297K | Hold |
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|
2025
Q1 | $310K | Hold |
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|
2024
Q4 | $278K | Hold |
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|
2024
Q3 | $312K | Hold |
|
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|
2024
Q2 | $289K | Hold |
|
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|
2024
Q1 | $298K | Hold |
|
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|
2023
Q4 | $268K | Hold |
|
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|
2023
Q3 | $241K | Hold |
|
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|
2023
Q2 | $267K | Hold |
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|
2023
Q1 | $253K | Hold |
|
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|
2022
Q4 | $235K | Hold |
|
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|
2022
Q3 | $191K | Hold |
|
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|
2022
Q2 | $212K | Hold |
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|
2022
Q1 | $231K | Hold |
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|
2021
Q4 | $261K | Hold |
|
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|
2021
Q3 | $247K | Hold |
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|
2021
Q2 | $245K | Hold |
|
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|
2021
Q1 | $205K | Hold |
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|
2020
Q4 | $203K | Hold |
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|
2020
Q3 | $187K | Hold |
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|
2020
Q2 | $171K | Buy |
|