Bank Julius Baer & Co’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 | $6.2M | Sell |
62,632
-11,403
| -15% | -$1.13M | 0.02% | 222 |
|
|
2025
Q1 | $7.68M | Buy |
74,035
+70,273
| +1,868% | +$7.29M | 0.03% | 212 |
|
|
2024
Q4 | $384K | Sell |
3,762
-594
| -14% | -$60.7K | ﹤0.01% | 372 |
|
|
2024
Q3 | $537K | Buy |
4,356
+1,857
| +74% | +$229K | ﹤0.01% | 324 |
|
|
2024
Q2 | $268K | Sell |
2,499
-391
| -14% | -$41.9K | ﹤0.01% | 330 |
|
|
2024
Q1 | $287K | Sell |
2,890
-374
| -11% | -$37.1K | ﹤0.01% | 366 |
|
|
2023
Q4 | $292K | Buy |
3,264
+583
| +22% | +$52.2K | ﹤0.01% | 370 |
|
|
2023
Q3 | $215K | Sell |
2,681
-24,750
| -90% | -$1.98M | ﹤0.01% | 377 |
|
|
2023
Q2 | $2.44M | Sell |
27,431
-94,017
| -77% | -$8.37M | 0.01% | 199 |
|
|
2023
Q1 | $10.3M | Sell |
121,448
-50,364
| -29% | -$4.25M | 0.07% | 151 |
|
|
2022
Q4 | $13.5M | Buy |
171,812
+19,006
| +12% | +$1.49M | 0.09% | 131 |
|
|
2022
Q3 | $9.75M | Buy |
152,806
+15,836
| +12% | +$1.01M | 0.07% | 136 |
|
|
2022
Q2 | $9.68M | Buy |
136,970
+15,301
| +13% | +$1.08M | 0.07% | 138 |
|
|
2022
Q1 | $9.36M | Buy |
121,669
+9,973
| +9% | +$767K | 0.06% | 137 |
|
|
2021
Q4 | $9.73M | Buy |
111,696
+104,686
| +1,493% | +$9.11M | 0.05% | 156 |
|
|
2021
Q3 | $577K | Sell |
7,010
-22
| -0.3% | -$1.81K | ﹤0.01% | 412 |
|
|
2021
Q2 | $575K | Sell |
7,032
-7,549
| -52% | -$617K | ﹤0.01% | 432 |
|
|
2021
Q1 | $998K | Buy |
14,581
+7,475
| +105% | +$512K | 0.01% | 346 |
|
|
2020
Q4 | $480K | Sell |
7,106
-1,142
| -14% | -$77.1K | ﹤0.01% | 457 |
|
|
2020
Q3 | $515K | Buy |
+8,248
| New | +$515K | 0.01% | 382 |
|