Edmond de Rothschild Holding’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.6K | Hold |
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|
2025
Q4 | $13.1K | Hold |
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|
2025
Q3 | $13.7K | Hold |
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|
2025
Q2 | $14.9K | Hold |
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|
2025
Q1 | $15.5K | Hold |
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|
2024
Q4 | $13.9K | Hold |
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|
2024
Q3 | $15.6K | Hold |
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|
2024
Q2 | $14.4K | Hold |
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|
2024
Q1 | $14.9K | Hold |
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|
2023
Q4 | $13.4K | Hold |
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|
2023
Q3 | $12K | Sell |
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|
2023
Q2 | $53.3K | Hold |
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|
2023
Q1 | $50.6K | Buy |
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|
2022
Q4 | $11.7K | Hold |
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|
2022
Q3 | $10K | Sell |
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|
2022
Q2 | $29K | Sell |
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|
2022
Q1 | $181K | Buy |
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|
2021
Q4 | $150K | Hold |
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|
2021
Q3 | $142K | Buy |
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|
2021
Q2 | $32K | Hold |
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|
2021
Q1 | $27K | Sell |
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|
2020
Q4 | $112K | Hold |
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|
2020
Q3 | $104K | Hold |
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|
2020
Q2 | $96K | Buy |
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