Bradley Foster & Sargent’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
Q3 | $4.61M | Sell |
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|
2025
Q2 | $5.27M | Sell |
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|
2025
Q1 | $6.55M | Sell |
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|
2024
Q4 | $5.99M | Sell |
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|
2024
Q3 | $6.78M | Sell |
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|
2024
Q2 | $6.37M | Sell |
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|
2024
Q1 | $6.68M | Sell |
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|
2023
Q4 | $6.32M | Sell |
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|
2023
Q3 | $6.72M | Hold |
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|
2023
Q2 | $6.72M | Sell |
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|
2023
Q1 | $6.67M | Sell |
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|
2022
Q4 | $6.27M | Sell |
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|
2022
Q3 | $5.4M | Sell |
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|
2022
Q2 | $6.33M | Sell |
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|
2022
Q1 | $8.15M | Sell |
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|
2021
Q4 | $10.2M | Buy |
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|
2021
Q3 | $9.49M | Buy |
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|
2021
Q2 | $9.02M | Sell |
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|
2021
Q1 | $7.6M | Sell |
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|
2020
Q4 | $8.28M | Sell |
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|
2020
Q3 | $8M | Buy |
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