Burney Company’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 | $835K | Sell |
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|
2025
Q2 | $913K | Sell |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $918K | Buy |
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|
2024
Q3 | $1.02M | Sell |
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|
2024
Q2 | $955K | Sell |
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|
2024
Q1 | $1.03M | Sell |
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|
2023
Q4 | $974K | Sell |
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|
2023
Q3 | $898K | Sell |
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|
2023
Q2 | $1.04M | Sell |
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|
2023
Q1 | $1.03M | Sell |
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|
2022
Q4 | $954K | Sell |
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|
2022
Q3 | $828K | Sell |
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|
2022
Q2 | $988K | Sell |
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|
2022
Q1 | $1.18M | Sell |
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|
2021
Q4 | $1.75M | Sell |
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|
2021
Q3 | $1.67M | Sell |
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|
2021
Q2 | $1.76M | Sell |
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|
2021
Q1 | $1.53M | Sell |
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|
2020
Q4 | $1.83M | Sell |
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|
2020
Q3 | $1.86M | Sell |
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|
2020
Q2 | $2.14M | Buy |
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