Dodge & Cox’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 | $1.52M | Sell |
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|
2025
Q2 | $1.91M | Sell |
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|
2025
Q1 | $2.24M | Sell |
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|
2024
Q4 | $2.02M | Hold |
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|
2024
Q3 | $2.27M | Hold |
|
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|
2024
Q2 | $2.1M | Sell |
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|
2024
Q1 | $2.21M | Sell |
|
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|
2023
Q4 | $450M | Sell |
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|
2023
Q3 | $410M | Sell |
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|
2023
Q2 | $460M | Sell |
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|
2023
Q1 | $440M | Sell |
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|
2022
Q4 | $409M | Sell |
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|
2022
Q3 | $335M | Sell |
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|
2022
Q2 | $378M | Sell |
|
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|
2022
Q1 | $411M | Sell |
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|
2021
Q4 | $468M | Sell |
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|
2021
Q3 | $471M | Sell |
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|
2021
Q2 | $510M | Sell |
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|
2021
Q1 | $442M | Sell |
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|
2020
Q4 | $451M | Sell |
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|
2020
Q3 | $550M | Sell |
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|
2020
Q2 | $542M | Buy |
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