DF Dent & Co’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
$234K Sell
2025
Q2
$405K Sell
2025
Q1
$1.1M Buy
2024
Q4
$783K Buy
2024
Q3
$857K Buy
2024
Q2
$600K Buy
2024
Q1
$217K Sell
2023
Q4
$202K Buy