Bartlett & Co Wealth Management’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 | $894K | Sell |
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|
2025
Q2 | $1.01M | Buy |
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|
2025
Q1 | $1.02M | Sell |
|
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|
2024
Q4 | $979K | Buy |
|
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|
2024
Q3 | $1.06M | Sell |
|
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|
2024
Q2 | $1.03M | Sell |
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|
2024
Q1 | $1.11M | Buy |
|
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|
2023
Q4 | $995K | Sell |
|
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|
2023
Q3 | $934K | Sell |
|
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|
2023
Q2 | $1.05M | Sell |
|
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|
2023
Q1 | $1.02M | Sell |
|
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|
2022
Q4 | $990K | Sell |
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|
2022
Q3 | $882K | Sell |
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|
2022
Q2 | $998K | Sell |
|
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|
2022
Q1 | $1.4M | Sell |
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|
2021
Q4 | $1.64M | Sell |
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|
2021
Q3 | $1.59M | Sell |
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|
2021
Q2 | $1.72M | Sell |
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|
2021
Q1 | $1.89M | Sell |
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|
2020
Q4 | $2.1M | Sell |
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|
2020
Q3 | $2.1M | Sell |
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|
2020
Q2 | $2.2M | Buy |
|