Beck Mack & Oliver’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
Q4 | $400K | Sell |
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|
2025
Q3 | $431K | Buy |
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|
2025
Q2 | $419K | Sell |
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|
2025
Q1 | $454K | Sell |
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|
2024
Q4 | $414K | Hold |
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|
2024
Q3 | $465K | Sell |
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|
2024
Q2 | $438K | Hold |
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|
2024
Q1 | $451K | Hold |
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|
2023
Q4 | $407K | Hold |
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|
2023
Q3 | $365K | Hold |
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|
2023
Q2 | $405K | Sell |
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|
2023
Q1 | $386K | Buy |
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|
2022
Q4 | $356K | Hold |
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|
2022
Q3 | $290K | Hold |
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|
2022
Q2 | $321K | Hold |
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|
2022
Q1 | $350K | Hold |
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|
2021
Q4 | $396K | Hold |
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|
2021
Q3 | $374K | Sell |
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|
2021
Q2 | $373K | Buy |
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|
2021
Q1 | $311K | Sell |
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|
2020
Q4 | $324K | Sell |
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|
2020
Q3 | $331K | Hold |
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|
2020
Q2 | $301K | Buy |
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