Dearborn Partners’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $611K | Sell |
6,168
-11,428
| -65% | -$1.13M | 0.03% | 157 |
|
|
2025
Q1 | $1.82M | Sell |
17,596
-65
| -0.4% | -$6.71K | 0.09% | 89 |
|
|
2024
Q4 | $1.64M | Buy |
17,661
+25
| +0.1% | +$2.32K | 0.07% | 93 |
|
|
2024
Q3 | $1.83M | Hold |
17,636
| – | – | 0.07% | 87 |
|
|
2024
Q2 | $1.7M | Sell |
17,636
-25
| -0.1% | -$2.41K | 0.07% | 90 |
|
|
2024
Q1 | $1.75M | Sell |
17,661
-31
| -0.2% | -$3.08K | 0.08% | 90 |
|
|
2023
Q4 | $1.58M | Buy |
17,692
+31
| +0.2% | +$2.77K | 0.06% | 92 |
|
|
2023
Q3 | $1.42M | Sell |
17,661
-47
| -0.3% | -$3.78K | 0.06% | 90 |
|
|
2023
Q2 | $1.58M | Hold |
17,708
| – | – | 0.06% | 88 |
|
|
2023
Q1 | $1.49M | Sell |
17,708
-469
| -3% | -$39.6K | 0.06% | 89 |
|
|
2022
Q4 | $1.42M | Sell |
18,177
-2,949
| -14% | -$231K | 0.06% | 97 |
|
|
2022
Q3 | $1.35M | Buy |
+21,126
| New | +$1.35M | 0.06% | 97 |
|
|
2022
Q1 | – | Sell |
-21,349
| Closed | -$1.86M | – | 279 |
|
|
2021
Q4 | $1.86M | Sell |
21,349
-11,187
| -34% | -$974K | 0.07% | 87 |
|
|
2021
Q3 | $2.68M | Sell |
32,536
-529
| -2% | -$43.5K | 0.11% | 75 |
|
|
2021
Q2 | $2.7M | Sell |
33,065
-377
| -1% | -$30.8K | 0.11% | 77 |
|
|
2021
Q1 | $2.29M | Sell |
33,442
-3,119
| -9% | -$213K | 0.1% | 76 |
|
|
2020
Q4 | $2.47M | Sell |
36,561
-1,401
| -4% | -$94.6K | 0.11% | 76 |
|
|
2020
Q3 | $2.37M | Sell |
37,962
-1,575
| -4% | -$98.3K | 0.12% | 76 |
|
|
2020
Q2 | $2.25M | Buy |
+39,537
| New | +$2.25M | 0.12% | 72 |
|