Bridges Investment Management’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 | $1.03M | Buy |
10,411
+3
| +0% | +$297 | 0.01% | 237 |
|
|
2025
Q1 | $1.07M | Sell |
10,408
-780
| -7% | -$80.5K | 0.02% | 227 |
|
|
2024
Q4 | $1.04M | Buy |
11,188
+472
| +4% | +$43.7K | 0.01% | 199 |
|
|
2024
Q3 | $1.11M | Buy |
10,716
+26
| +0.2% | +$2.7K | 0.02% | 190 |
|
|
2024
Q2 | $1.03M | Buy |
10,690
+300
| +3% | +$28.9K | 0.02% | 184 |
|
|
2024
Q1 | $1.03M | Buy |
10,390
+1,250
| +14% | +$124K | 0.03% | 137 |
|
|
2023
Q4 | $818K | Hold |
9,140
| – | – | 0.03% | 145 |
|
|
2023
Q3 | $734K | Hold |
9,140
| – | – | 0.03% | 144 |
|
|
2023
Q2 | $814K | Hold |
9,140
| – | – | 0.03% | 149 |
|
|
2023
Q1 | $771K | Hold |
9,140
| – | – | 0.03% | 158 |
|
|
2022
Q4 | $716K | Hold |
9,140
| – | – | 0.03% | 164 |
|
|
2022
Q3 | $583K | Hold |
9,140
| – | – | 0.02% | 168 |
|
|
2022
Q2 | $646K | Sell |
9,140
-24
| -0.3% | -$1.7K | 0.02% | 166 |
|
|
2022
Q1 | $705K | Hold |
9,164
| – | – | 0.02% | 164 |
|
|
2021
Q4 | $798K | Hold |
9,164
| – | – | 0.02% | 162 |
|
|
2021
Q3 | $754K | Sell |
9,164
-50
| -0.5% | -$4.11K | 0.02% | 156 |
|
|
2021
Q2 | $753K | Sell |
9,214
-25
| -0.3% | -$2.04K | 0.02% | 156 |
|
|
2021
Q1 | $632K | Sell |
9,239
-651
| -7% | -$44.5K | 0.02% | 163 |
|
|
2020
Q4 | $668K | Sell |
9,890
-112
| -1% | -$7.57K | 0.02% | 157 |
|
|
2020
Q3 | $624K | Sell |
10,002
-1,726
| -15% | -$108K | 0.02% | 155 |
|
|
2020
Q2 | $666K | Buy |
+11,728
| New | +$666K | 0.02% | 153 |
|