Wellington Shields Capital Management’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 | $36.6K | Hold |
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|
2025
Q2 | $39.6K | Hold |
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|
2025
Q1 | $41.3K | Hold |
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|
2024
Q4 | $37K | Hold |
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|
2024
Q3 | $41.6K | Sell |
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|
2024
Q2 | $54.5K | Hold |
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|
2024
Q1 | $56.2K | Hold |
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|
2023
Q4 | $50.6K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $50.4K | Hold |
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|
2023
Q1 | $47.8K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $280K | Sell |
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|
2020
Q3 | $261K | Sell |
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|
2020
Q2 | $255K | Buy |
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