Valeo Financial 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 | $415K | Sell |
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|
2025
Q2 | $454K | Buy |
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|
2025
Q1 | $470K | Buy |
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|
2024
Q4 | $415K | Sell |
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|
2024
Q3 | $490K | Sell |
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|
2024
Q2 | $455K | Sell |
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|
2024
Q1 | $451K | Sell |
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|
2023
Q4 | $437K | Buy |
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|
2023
Q3 | $352K | Sell |
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|
2023
Q2 | $422K | Buy |
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|
2023
Q1 | $373K | Hold |
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|
2022
Q4 | $346K | Buy |
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|
2022
Q3 | $224K | Sell |
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|
2022
Q2 | $249K | Sell |
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|
2022
Q1 | $280K | Sell |
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|
2021
Q4 | $320K | Sell |
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|
2021
Q3 | $362K | Sell |
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|
2021
Q2 | $366K | Sell |
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|
2021
Q1 | $321K | Sell |
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|
2020
Q4 | $380K | Sell |
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|
2020
Q3 | $373K | Sell |
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|
2020
Q2 | $446K | Sell |
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|
2020
Q1 | $780K | Buy |
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