Becker Capital Management’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 | – | Sell |
-1,944
| Closed | -$201K | – | 283 |
|
|
2025
Q1 | $201K | Buy |
+1,944
| New | +$201K | 0.01% | 270 |
|
|
2024
Q4 | – | Sell |
-1,983
| Closed | -$206K | – | 282 |
|
|
2024
Q3 | $206K | Buy |
+1,983
| New | +$206K | 0.01% | 271 |
|
|
2022
Q1 | – | Sell |
-2,516
| Closed | -$219K | – | 206 |
|
|
2021
Q4 | $219K | Sell |
2,516
-24
| -0.9% | -$2.09K | 0.01% | 195 |
|
|
2021
Q3 | $209K | Buy |
+2,540
| New | +$209K | 0.01% | 194 |
|
|
2020
Q3 | – | Sell |
-6,961
| Closed | -$396K | – | 175 |
|
|
2020
Q2 | $396K | Buy |
+6,961
| New | +$396K | 0.02% | 138 |
|