Bank Julius Baer & Co’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
$494K Sell
2025
Q2
$6.2M Sell
2025
Q1
$7.68M Buy
2024
Q4
$384K Sell
2024
Q3
$537K Buy
2024
Q2
$268K Sell
2024
Q1
$287K Sell
2023
Q4
$292K Buy
2023
Q3
$215K Sell
2023
Q2
$2.44M Sell
2023
Q1
$10.3M Sell
2022
Q4
$13.5M Buy
2022
Q3
$9.75M Buy
2022
Q2
$9.68M Buy
2022
Q1
$9.36M Buy
2021
Q4
$9.72M Buy
2021
Q3
$577K Sell
2021
Q2
$575K Sell
2021
Q1
$998K Buy
2020
Q4
$480K Sell
2020
Q3
$515K Buy