Bellevue Asset 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 | $65.5K | Hold |
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|
2025
Q2 | $70.9K | Hold |
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|
2025
Q1 | $73.9K | Hold |
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|
2024
Q4 | $66.3K | Hold |
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|
2024
Q3 | $74.4K | Hold |
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|
2024
Q2 | $68.9K | Hold |
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|
2024
Q1 | $71.1K | Hold |
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|
2023
Q4 | $64.1K | Hold |
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|
2023
Q3 | $57.5K | Hold |
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|
2023
Q2 | $63.7K | Hold |
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|
2023
Q1 | $60.4K | Hold |
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|
2022
Q4 | $55.7K | Hold |
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|
2022
Q3 | $47K | Hold |
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|
2022
Q2 | $51K | Hold |
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|
2022
Q1 | $56K | Hold |
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|
2021
Q4 | $62K | Hold |
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|
2021
Q3 | $60K | Hold |
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|
2021
Q2 | $59K | Hold |
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|
2021
Q1 | $49K | Hold |
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|
2020
Q4 | $45K | Sell |
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|
2020
Q3 | $59K | Hold |
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|
2020
Q2 | $54K | Hold |
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|
2020
Q1 | $45K | Buy |
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