Ulland Investment 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
Q3 | $102K | Buy |
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|
2025
Q2 | $106K | Hold |
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|
2025
Q1 | $111K | Hold |
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|
2024
Q4 | $99K | Hold |
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|
2024
Q3 | $111K | Hold |
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|
2024
Q2 | $103K | Hold |
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|
2024
Q1 | $106K | Hold |
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|
2023
Q4 | $96K | Hold |
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|
2023
Q3 | $86K | Hold |
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|
2023
Q2 | $95K | Hold |
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|
2023
Q1 | $90K | Hold |
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|
2022
Q4 | $84K | Buy |
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|
2022
Q3 | $67K | Hold |
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|
2022
Q2 | $74K | Hold |
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|
2022
Q1 | $81K | Buy |
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|
2021
Q4 | $89K | Buy |
|