Clifford Swan 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
Q2 | $4.34M | Sell |
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|
2025
Q1 | $4.55M | Buy |
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|
2024
Q4 | $4.07M | Sell |
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|
2024
Q3 | $4.63M | Sell |
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|
2024
Q2 | $4.38M | Sell |
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|
2024
Q1 | $4.66M | Sell |
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|
2023
Q4 | $4.22M | Sell |
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|
2023
Q3 | $3.85M | Sell |
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|
2023
Q2 | $4.32M | Sell |
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|
2023
Q1 | $4.13M | Sell |
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|
2022
Q4 | $3.93M | Sell |
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|
2022
Q3 | $3.21M | Buy |
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|
2022
Q2 | $3.49M | Sell |
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|
2022
Q1 | $3.9M | Sell |
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|
2021
Q4 | $4.64M | Sell |
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|
2021
Q3 | $4.33M | Sell |
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|
2021
Q2 | $5.55M | Sell |
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|
2021
Q1 | $4.59M | Buy |
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|
2020
Q4 | $4.42M | Sell |
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|
2020
Q3 | $4.16M | Sell |
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|
2020
Q2 | $3.83M | Buy |
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