Valley Brook Capital Group’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 | $502K | Hold |
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|
2025
Q1 | $523K | Sell |
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|
2024
Q4 | $474K | Hold |
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|
2024
Q3 | $532K | Sell |
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|
2024
Q2 | $502K | Hold |
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|
2024
Q1 | $518K | Sell |
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|
2023
Q4 | $476K | Sell |
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|
2023
Q3 | $460K | Sell |
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|
2023
Q2 | $621K | Hold |
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|
2023
Q1 | $589K | Hold |
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|
2022
Q4 | $546K | Hold |
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|
2022
Q3 | $445K | Hold |
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|
2022
Q2 | $493K | Sell |
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|
2022
Q1 | $546K | Sell |
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|
2021
Q4 | $662K | Hold |
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|
2021
Q3 | $625K | Hold |
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|
2021
Q2 | $621K | Buy |
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|
2021
Q1 | $520K | Buy |
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|
2020
Q4 | $488K | Buy |
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