West Branch Capital’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 | $21.2K | Hold |
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|
2025
Q2 | $23K | Hold |
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|
2025
Q1 | $23.9K | Hold |
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|
2024
Q4 | $21.5K | Hold |
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|
2024
Q3 | $24.1K | Hold |
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|
2024
Q2 | $22.3K | Hold |
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|
2024
Q1 | $23K | Hold |
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|
2023
Q4 | $20.8K | Hold |
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|
2023
Q3 | $18.6K | Hold |
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|
2023
Q2 | $20.7K | Hold |
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|
2023
Q1 | $19.6K | Sell |
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|
2022
Q4 | $23K | Hold |
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|
2022
Q3 | $19K | Hold |
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|
2022
Q2 | $21K | Sell |
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|
2022
Q1 | $27K | Sell |
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|
2021
Q4 | $34K | Sell |
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|
2021
Q3 | $37K | Hold |
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|
2021
Q2 | $36K | Buy |
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