Bridges Investment 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
Q3
$952K Hold
2025
Q2
$1.03M Buy
2025
Q1
$1.07M Sell
2024
Q4
$1.04M Buy
2024
Q3
$1.11M Buy
2024
Q2
$1.03M Buy
2024
Q1
$1.03M Buy
2023
Q4
$818K Hold
2023
Q3
$734K Hold
2023
Q2
$814K Hold
2023
Q1
$771K Hold
2022
Q4
$716K Hold
2022
Q3
$583K Hold
2022
Q2
$646K Sell
2022
Q1
$705K Hold
2021
Q4
$798K Hold
2021
Q3
$754K Sell
2021
Q2
$753K Sell
2021
Q1
$632K Sell
2020
Q4
$668K Sell
2020
Q3
$624K Sell
2020
Q2
$666K Buy