William Allan Corp’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
$4.49M Sell
2025
Q2
$4.9M Buy
2025
Q1
$5.08M Buy
2024
Q4
$4.5M Buy
2024
Q3
$4.92M Buy
2024
Q2
$4.53M Buy
2024
Q1
$4.65M Buy
2023
Q4
$4.19M Sell
2023
Q3
$3.81M Sell
2023
Q2
$4.29M Buy
2023
Q1
$3.05M Sell
2022
Q4
$2.87M Sell
2022
Q3
$2.37M Buy
2022
Q2
$2.62M Buy
2022
Q1
$2.85M Buy
2021
Q4
$3.12M Buy