Ballentine Partners’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 | $541K | Sell |
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|
2025
Q2 | $792K | Buy |
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|
2025
Q1 | $594K | Buy |
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|
2024
Q4 | $513K | Buy |
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|
2024
Q3 | $546K | Sell |
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|
2024
Q2 | $650K | Buy |
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|
2024
Q1 | $628K | Buy |
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|
2023
Q4 | $371K | Sell |
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|
2023
Q3 | $456K | Buy |
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|
2023
Q2 | $428K | Buy |
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|
2023
Q1 | $382K | Buy |
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|
2022
Q4 | $204K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $415K | Buy |
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