Verdence Capital 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 | $377K | Sell |
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|
2025
Q2 | $423K | Sell |
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|
2025
Q1 | $467K | Sell |
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|
2024
Q4 | $419K | Sell |
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|
2024
Q3 | $494K | Buy |
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|
2024
Q2 | $454K | Sell |
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|
2024
Q1 | $492K | Buy |
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|
2023
Q4 | $440K | Sell |
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|
2023
Q3 | $403K | Buy |
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|
2023
Q2 | $426K | Buy |
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|
2023
Q1 | $382K | Buy |
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|
2022
Q4 | $352K | Buy |
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|
2022
Q3 | $287K | Sell |
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|
2022
Q2 | $712K | Buy |
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|
2022
Q1 | $663K | Buy |
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|
2021
Q4 | $685K | Buy |
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|
2021
Q3 | $521K | Sell |
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|
2021
Q2 | $533K | Buy |
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