Bleichroeder LP’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 | $297K | Hold |
3,000
| – | – | 0.07% | 52 |
|
|
2025
Q1 | $310K | Hold |
3,000
| – | – | 0.08% | 53 |
|
|
2024
Q4 | $278K | Hold |
3,000
| – | – | 0.07% | 48 |
|
|
2024
Q3 | $312K | Hold |
3,000
| – | – | 0.08% | 47 |
|
|
2024
Q2 | $289K | Hold |
3,000
| – | – | 0.09% | 46 |
|
|
2024
Q1 | $298K | Hold |
3,000
| – | – | 0.07% | 46 |
|
|
2023
Q4 | $268K | Hold |
3,000
| – | – | 0.06% | 44 |
|
|
2023
Q3 | $241K | Hold |
3,000
| – | – | 0.06% | 42 |
|
|
2023
Q2 | $267K | Hold |
3,000
| – | – | 0.05% | 50 |
|
|
2023
Q1 | $253K | Hold |
3,000
| – | – | 0.05% | 44 |
|
|
2022
Q4 | $235K | Hold |
3,000
| – | – | 0.05% | 46 |
|
|
2022
Q3 | $191K | Hold |
3,000
| – | – | 0.04% | 55 |
|
|
2022
Q2 | $212K | Hold |
3,000
| – | – | 0.04% | 56 |
|
|
2022
Q1 | $231K | Hold |
3,000
| – | – | 0.04% | 77 |
|
|
2021
Q4 | $261K | Hold |
3,000
| – | – | 0.04% | 76 |
|
|
2021
Q3 | $247K | Hold |
3,000
| – | – | 0.04% | 72 |
|
|
2021
Q2 | $245K | Hold |
3,000
| – | – | 0.04% | 69 |
|
|
2021
Q1 | $205K | Hold |
3,000
| – | – | 0.03% | 64 |
|
|
2020
Q4 | $203K | Hold |
3,000
| – | – | 0.04% | 54 |
|
|
2020
Q3 | $187K | Hold |
3,000
| – | – | 0.03% | 58 |
|
|
2020
Q2 | $171K | Buy |
+3,000
| New | +$171K | 0.03% | 58 |
|