Werlinich Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $631K | Buy |
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|
2025
Q3 | $654K | Hold |
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|
2025
Q2 | $708K | Hold |
|
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|
2025
Q1 | $738K | Hold |
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|
2024
Q4 | $662K | Hold |
|
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|
2024
Q3 | $744K | Hold |
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|
2024
Q2 | $687K | Hold |
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|
2024
Q1 | $714K | Hold |
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|
2023
Q4 | $641K | Sell |
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|
2023
Q3 | $590K | Buy |
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|
2023
Q2 | $652K | Hold |
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|
2023
Q1 | $618K | Sell |
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|
2022
Q4 | $613K | Hold |
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|
2022
Q3 | $499K | Hold |
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|
2022
Q2 | $553K | Buy |
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|
2022
Q1 | $525K | Hold |
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|
2021
Q4 | $594K | Hold |
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|
2021
Q3 | $562K | Buy |
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|
2021
Q2 | $509K | Hold |
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|
2021
Q1 | $426K | Buy |
|