Charles Schwab’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 | $216M | Sell |
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|
2025
Q2 | $234M | Buy |
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|
2025
Q1 | $241M | Buy |
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|
2024
Q4 | $213M | Buy |
|
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|
2024
Q3 | $232M | Sell |
|
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|
2024
Q2 | $215M | Buy |
|
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|
2024
Q1 | $218M | Buy |
|
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|
2023
Q4 | $194M | Buy |
|
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|
2023
Q3 | $171M | Buy |
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|
2023
Q2 | $188M | Sell |
|
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|
2023
Q1 | $179M | Buy |
|
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|
2022
Q4 | $165M | Buy |
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|
2022
Q3 | $133M | Buy |
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|
2022
Q2 | $144M | Buy |
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|
2022
Q1 | $157M | Buy |
|
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|
2021
Q4 | $173M | Sell |
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|
2021
Q3 | $167M | Buy |
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|
2021
Q2 | $157M | Buy |
|
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|
2021
Q1 | $129M | Sell |
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|
2020
Q4 | $139M | Buy |
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|
2020
Q3 | $128M | Buy |
|
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|
2020
Q2 | $116M | Buy |
|