Brown Advisory’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 | $11.9M | Buy |
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|
2025
Q2 | $12.9M | Sell |
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|
2025
Q1 | $14.2M | Sell |
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|
2024
Q4 | $13.6M | Sell |
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|
2024
Q3 | $16.4M | Sell |
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|
2024
Q2 | $16.1M | Sell |
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|
2024
Q1 | $18.3M | Sell |
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|
2023
Q4 | $18.6M | Sell |
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|
2023
Q3 | $21.3M | Sell |
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|
2023
Q2 | $213M | Sell |
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|
2023
Q1 | $210M | Buy |
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|
2022
Q4 | $185M | Buy |
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|
2022
Q3 | $151M | Buy |
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|
2022
Q2 | $165M | Buy |
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|
2022
Q1 | $79.4M | Sell |
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|
2021
Q4 | $91.4M | Buy |
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|
2021
Q3 | $85.5M | Sell |
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|
2021
Q2 | $85.1M | Buy |
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|
2021
Q1 | $70.2M | Sell |
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|
2020
Q4 | $70.6M | Buy |
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|
2020
Q3 | $45.3M | Buy |
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|
2020
Q2 | $23.5M | Buy |
|