Westhampton 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 | $569K | Hold |
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|
2025
Q2 | $616K | Sell |
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|
2025
Q1 | $659K | Sell |
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|
2024
Q4 | $610K | Hold |
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|
2024
Q3 | $685K | Hold |
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|
2024
Q2 | $634K | Hold |
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|
2024
Q1 | $654K | Hold |
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|
2023
Q4 | $589K | Sell |
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|
2023
Q3 | $559K | Hold |
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|
2023
Q2 | $620K | Hold |
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|
2023
Q1 | $588K | Hold |
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|
2022
Q4 | $545K | Hold |
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|
2022
Q3 | $444K | Hold |
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|
2022
Q2 | $492K | Buy |
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|
2022
Q1 | $526K | Sell |
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|
2021
Q4 | $607K | Sell |
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|
2021
Q3 | $577K | Sell |
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|
2021
Q2 | $581K | Hold |
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|
2021
Q1 | $486K | Sell |
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|
2020
Q4 | $488K | Sell |
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|
2020
Q3 | $543K | Sell |
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|
2020
Q2 | $548K | Buy |
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