TFC 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
Q3 | $36.3K | Sell |
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|
2025
Q2 | $39.5K | Hold |
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|
2025
Q1 | $41.2K | Buy |
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|
2024
Q4 | $36.8K | Hold |
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|
2024
Q3 | $41.3K | Hold |
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|
2024
Q2 | $38.2K | Sell |
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|
2024
Q1 | $39.6K | Buy |
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|
2023
Q4 | $35.5K | Sell |
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|
2023
Q3 | $32.6K | Hold |
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|
2023
Q2 | $36.1K | Sell |
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|
2023
Q1 | $43.9K | Buy |
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|
2022
Q4 | $30.3K | Hold |
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|
2022
Q3 | $25K | Hold |
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|
2022
Q2 | $27K | Sell |
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|
2022
Q1 | $56K | Buy |
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|
2021
Q4 | $64K | Buy |
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|
2021
Q3 | $60K | Buy |
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|
2021
Q2 | $60K | Buy |
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|
2021
Q1 | $50K | Buy |
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|
2020
Q4 | $49K | Buy |
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|
2020
Q3 | $45K | Buy |
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