Waters Parkerson & Co’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $336K | Sell |
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|
2022
Q4 | $363K | Sell |
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|
2022
Q3 | $528K | Hold |
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|
2022
Q2 | $585K | Hold |
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|
2022
Q1 | $637K | Sell |
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|
2021
Q4 | $726K | Sell |
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|
2021
Q3 | $1.22M | Hold |
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|
2021
Q2 | $1.22M | Hold |
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|
2021
Q1 | $1.02M | Sell |
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|
2020
Q4 | $1.06M | Sell |
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|
2020
Q3 | $1.06M | Sell |
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|
2020
Q2 | $1.05M | Buy |
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