Carnegie Investment Counsel’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 | $21.4M | Buy |
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|
2025
Q2 | $19.4M | Buy |
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|
2025
Q1 | $17.8M | Buy |
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|
2024
Q4 | $17.8M | Buy |
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|
2024
Q3 | $19.8M | Buy |
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|
2024
Q2 | $17.1M | Buy |
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|
2024
Q1 | $17.3M | Buy |
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|
2023
Q4 | $15.4M | Buy |
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|
2023
Q3 | $13.8M | Buy |
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|
2023
Q2 | $15.1M | Sell |
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|
2023
Q1 | $14.5M | Buy |
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|
2022
Q4 | $13.2M | Sell |
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|
2022
Q3 | $10.9M | Sell |
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|
2022
Q2 | $14.1M | Sell |
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|
2022
Q1 | $16M | Sell |
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|
2021
Q4 | $18.5M | Buy |
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|
2021
Q3 | $15.4M | Buy |
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|
2021
Q2 | $14.5M | Buy |
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|
2021
Q1 | $10.8M | Buy |
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|
2020
Q4 | $9.56M | Buy |
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|
2020
Q3 | $7.46M | Buy |
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|
2020
Q2 | $5.15M | Buy |
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