Bessemer Group’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 | $1.61M | Buy |
16,282
+1,817
| +13% | +$180K | ﹤0.01% | 513 |
|
2025
Q1 | $1.49M | Buy |
14,465
+273
| +2% | +$28.2K | ﹤0.01% | 557 |
|
2024
Q4 | $1.32M | Sell |
14,192
-677
| -5% | -$62.7K | ﹤0.01% | 719 |
|
2024
Q3 | $1.55M | Sell |
14,869
-157
| -1% | -$16.3K | ﹤0.01% | 700 |
|
2024
Q2 | $1.45M | Buy |
15,026
+1,085
| +8% | +$104K | ﹤0.01% | 587 |
|
2024
Q1 | $1.39M | Sell |
13,941
-392
| -3% | -$38.9K | ﹤0.01% | 619 |
|
2023
Q4 | $1.28M | Sell |
14,333
-416
| -3% | -$37.2K | ﹤0.01% | 594 |
|
2023
Q3 | $1.19M | Buy |
14,749
+2,459
| +20% | +$198K | ﹤0.01% | 582 |
|
2023
Q2 | $1.1M | Buy |
12,290
+1,267
| +11% | +$113K | ﹤0.01% | 616 |
|
2023
Q1 | $930K | Buy |
11,023
+312
| +3% | +$26.3K | ﹤0.01% | 599 |
|
2022
Q4 | $838K | Sell |
10,711
-1,899
| -15% | -$149K | ﹤0.01% | 616 |
|
2022
Q3 | $805K | Buy |
12,610
+4,112
| +48% | +$263K | ﹤0.01% | 627 |
|
2022
Q2 | $601K | Buy |
8,498
+169
| +2% | +$12K | ﹤0.01% | 666 |
|
2022
Q1 | $641K | Buy |
8,329
+272
| +3% | +$20.9K | ﹤0.01% | 569 |
|
2021
Q4 | $704K | Buy |
8,057
+280
| +4% | +$24.5K | ﹤0.01% | 544 |
|
2021
Q3 | $639K | Buy |
7,777
+1,071
| +16% | +$88K | ﹤0.01% | 510 |
|
2021
Q2 | $548K | Sell |
6,706
-21
| -0.3% | -$1.72K | ﹤0.01% | 551 |
|
2021
Q1 | $461K | Sell |
6,727
-653
| -9% | -$44.8K | ﹤0.01% | 559 |
|
2020
Q4 | $498K | Buy |
7,380
+2,532
| +52% | +$171K | ﹤0.01% | 531 |
|
2020
Q3 | $302K | Sell |
4,848
-618
| -11% | -$38.5K | ﹤0.01% | 632 |
|
2020
Q2 | $310K | Buy |
+5,466
| New | +$310K | ﹤0.01% | 1068 |
|