Bellevue Asset 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 | $70.9K | Hold |
716
| – | – | 0.03% | 127 |
|
|
2025
Q1 | $73.9K | Hold |
716
| – | – | 0.04% | 123 |
|
|
2024
Q4 | $66.3K | Hold |
716
| – | – | 0.03% | 129 |
|
|
2024
Q3 | $74.4K | Hold |
716
| – | – | 0.04% | 119 |
|
|
2024
Q2 | $68.9K | Hold |
716
| – | – | 0.04% | 119 |
|
|
2024
Q1 | $71.1K | Hold |
716
| – | – | 0.04% | 121 |
|
|
2023
Q4 | $64.1K | Hold |
716
| – | – | 0.06% | 125 |
|
|
2023
Q3 | $57.5K | Hold |
716
| – | – | 0.04% | 122 |
|
|
2023
Q2 | $63.7K | Hold |
716
| – | – | 0.04% | 124 |
|
|
2023
Q1 | $60.4K | Hold |
716
| – | – | 0.04% | 129 |
|
|
2022
Q4 | $55.7K | Hold |
716
| – | – | 0.04% | 139 |
|
|
2022
Q3 | $47K | Hold |
716
| – | – | 0.04% | 157 |
|
|
2022
Q2 | $51K | Hold |
716
| – | – | 0.04% | 158 |
|
|
2022
Q1 | $56K | Hold |
716
| – | – | 0.03% | 161 |
|
|
2021
Q4 | $62K | Hold |
716
| – | – | 0.04% | 156 |
|
|
2021
Q3 | $60K | Hold |
716
| – | – | 0.04% | 160 |
|
|
2021
Q2 | $59K | Hold |
716
| – | – | 0.04% | 161 |
|
|
2021
Q1 | $49K | Hold |
716
| – | – | 0.03% | 176 |
|
|
2020
Q4 | $45K | Sell |
716
-229
| -24% | -$14.4K | 0.03% | 184 |
|
|
2020
Q3 | $59K | Hold |
945
| – | – | 0.04% | 146 |
|
|
2020
Q2 | $54K | Hold |
945
| – | – | 0.06% | 152 |
|
|
2020
Q1 | $45K | Buy |
+945
| New | +$45K | 0.05% | 175 |
|