Boyd Watterson 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
Q2 | $302K | Sell |
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|
2025
Q1 | $320K | Sell |
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|
2024
Q4 | $297K | Sell |
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|
2024
Q3 | $336K | Sell |
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|
2024
Q2 | $329K | Sell |
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|
2024
Q1 | $340K | Buy |
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|
2023
Q4 | $291K | Sell |
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|
2023
Q3 | $262K | Sell |
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|
2023
Q2 | $292K | Sell |
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|
2023
Q1 | $278K | Sell |
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|
2022
Q4 | $265K | Sell |
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|
2022
Q3 | $216K | Buy |
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|
2022
Q2 | $229K | Sell |
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|
2022
Q1 | $319K | Buy |
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|
2021
Q4 | $337K | Sell |
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|
2021
Q3 | $339K | Buy |
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|
2021
Q2 | $237K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $203K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $228K | Buy |
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