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