Goelzer Investment Management’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 | $1.19M | Hold |
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|
2025
Q2 | $1.29M | Hold |
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|
2025
Q1 | $1.34M | Hold |
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|
2024
Q4 | $1.2M | Hold |
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|
2024
Q3 | $1.35M | Sell |
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|
2024
Q2 | $1.26M | Sell |
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|
2024
Q1 | $1.35M | Sell |
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|
2023
Q4 | $1.22M | Hold |
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|
2023
Q3 | $1.1M | Sell |
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|
2023
Q2 | $1.23M | Hold |
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|
2023
Q1 | $1.16M | Buy |
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|
2022
Q4 | $1.07M | Hold |
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|
2022
Q3 | $874K | Buy |
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|
2022
Q2 | $925K | Buy |
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|
2022
Q1 | $242K | Sell |
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|
2021
Q4 | $279K | Buy |
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|
2021
Q3 | $259K | Sell |
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|
2021
Q2 | $295K | Hold |
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|
2021
Q1 | $247K | Hold |
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|
2020
Q4 | $244K | Sell |
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|
2020
Q3 | $579K | Hold |
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|
2020
Q2 | $528K | Buy |
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