Bailard’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 | $1.79M | Sell |
|
|||||
|
2025
Q2 | $1.95M | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $211K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $211K | Sell |
|
|||||
|
2022
Q1 | $249K | Sell |
|
|||||
|
2021
Q4 | $286K | Sell |
|
|||||
|
2021
Q3 | $280K | Buy |
|
|||||
|
2021
Q2 | $261K | Hold |
|
|||||
|
2021
Q1 | $218K | Sell |
|
|||||
|
2020
Q4 | $230K | Sell |
|
|||||
|
2020
Q3 | $241K | Sell |
|
|||||
|
2020
Q2 | $233K | Buy |
|