Bull Street Advisors’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 | $500K | Hold |
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|
2025
Q2 | $542K | Hold |
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|
2025
Q1 | $565K | Sell |
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|
2024
Q4 | $522K | Hold |
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|
2024
Q3 | $585K | Sell |
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|
2024
Q2 | $543K | Sell |
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|
2024
Q1 | $564K | Buy |
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|
2023
Q4 | $463K | Hold |
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|
2023
Q3 | $416K | Hold |
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|
2023
Q2 | $461K | Sell |
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|
2023
Q1 | $439K | Hold |
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|
2022
Q4 | $407K | Hold |
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|
2022
Q3 | $332K | Hold |
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|
2022
Q2 | $367K | Hold |
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|
2022
Q1 | $400K | Hold |
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|
2021
Q4 | $453K | Hold |
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|
2021
Q3 | $428K | Hold |
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|
2021
Q2 | $425K | Sell |
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|
2021
Q1 | $362K | Buy |
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|
2020
Q4 | $355K | Sell |
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|
2020
Q3 | $344K | Sell |
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|
2020
Q2 | $332K | Buy |
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