TCV Trust & Wealth 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 | $395K | Sell |
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|
2025
Q1 | $469K | Sell |
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|
2024
Q4 | $430K | Sell |
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|
2024
Q3 | $488K | Sell |
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|
2024
Q2 | $457K | Sell |
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|
2024
Q1 | $482K | Sell |
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|
2023
Q4 | $446K | Sell |
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|
2023
Q3 | $405K | Buy |
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|
2023
Q2 | $425K | Sell |
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|
2023
Q1 | $413K | Sell |
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|
2022
Q4 | $398K | Sell |
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|
2022
Q3 | $326K | Sell |
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|
2022
Q2 | $412K | Sell |
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|
2022
Q1 | $474K | Sell |
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|
2021
Q4 | $598K | Sell |
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|
2021
Q3 | $615K | Buy |
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|
2021
Q2 | $574K | Sell |
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|
2021
Q1 | $481K | Sell |
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|
2020
Q4 | $482K | Sell |
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|
2020
Q3 | $459K | Sell |
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|
2020
Q2 | $426K | Buy |
|