Baird Financial Group’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.19M | Buy |
32,245
+2,132
| +7% | +$211K | 0.01% | 861 |
|
|
2025
Q1 | $3.11M | Sell |
30,113
-306
| -1% | -$31.6K | 0.01% | 830 |
|
|
2024
Q4 | $2.82M | Sell |
30,419
-742
| -2% | -$68.7K | 0.01% | 870 |
|
|
2024
Q3 | $3.24M | Sell |
31,161
-5,682
| -15% | -$591K | 0.01% | 819 |
|
|
2024
Q2 | $3.55M | Buy |
36,843
+9,182
| +33% | +$884K | 0.01% | 772 |
|
|
2024
Q1 | $2.75M | Sell |
27,661
-5,857
| -17% | -$581K | 0.01% | 852 |
|
|
2023
Q4 | $3M | Sell |
33,518
-2,939
| -8% | -$263K | 0.01% | 814 |
|
|
2023
Q3 | $2.93M | Buy |
36,457
+2,210
| +6% | +$177K | 0.01% | 794 |
|
|
2023
Q2 | $3.05M | Sell |
34,247
-987
| -3% | -$87.9K | 0.01% | 786 |
|
|
2023
Q1 | $2.97M | Sell |
35,234
-589
| -2% | -$49.7K | 0.01% | 761 |
|
|
2022
Q4 | $2.81M | Sell |
35,823
-1,043
| -3% | -$81.7K | 0.01% | 763 |
|
|
2022
Q3 | $2.35M | Sell |
36,866
-3,970
| -10% | -$253K | 0.01% | 774 |
|
|
2022
Q2 | $2.89M | Sell |
40,836
-1,853
| -4% | -$131K | 0.01% | 726 |
|
|
2022
Q1 | $3.28M | Sell |
42,689
-119
| -0.3% | -$9.15K | 0.01% | 729 |
|
|
2021
Q4 | $3.73M | Buy |
42,808
+142
| +0.3% | +$12.4K | 0.01% | 706 |
|
|
2021
Q3 | $3.51M | Buy |
42,666
+4,860
| +13% | +$400K | 0.01% | 725 |
|
|
2021
Q2 | $3.09M | Sell |
37,806
-883
| -2% | -$72.2K | 0.01% | 758 |
|
|
2021
Q1 | $2.65M | Buy |
38,689
+17,382
| +82% | +$1.19M | 0.01% | 780 |
|
|
2020
Q4 | $1.44M | Sell |
21,307
-379
| -2% | -$25.6K | ﹤0.01% | 897 |
|
|
2020
Q3 | $1.35M | Sell |
21,686
-82,817
| -79% | -$5.17M | ﹤0.01% | 860 |
|
|
2020
Q2 | $5.94M | Buy |
+104,503
| New | +$5.94M | 0.02% | 440 |
|