Guggenheim Capital’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 | $507K | Buy |
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|
2025
Q2 | $491K | Sell |
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|
2025
Q1 | $709K | Sell |
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|
2024
Q4 | $954K | Buy |
|
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|
2024
Q3 | $994K | Sell |
|
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|
2024
Q2 | $1.35M | Sell |
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|
2024
Q1 | $4.08M | Buy |
|
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|
2023
Q4 | $2.12M | Buy |
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|
2023
Q3 | $1.75M | Buy |
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|
2023
Q2 | $1.28M | Sell |
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|
2023
Q1 | $2.88M | Buy |
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|
2022
Q4 | $2.66M | Buy |
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|
2022
Q3 | $986K | Buy |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $5.64M | Buy |
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|
2021
Q4 | $6.18M | Sell |
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|
2021
Q3 | $6.03M | Sell |
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|
2021
Q2 | $6.18M | Buy |
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|
2021
Q1 | $4.94M | Buy |
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|
2020
Q4 | $3.47M | Sell |
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|
2020
Q3 | $3.25M | Buy |
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|
2020
Q2 | $2.95M | Buy |
|