Ipswich 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 | $3.74M | Sell |
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|
2025
Q2 | $4.88M | Sell |
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|
2025
Q1 | $5.1M | Sell |
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|
2024
Q4 | $4.66M | Sell |
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|
2024
Q3 | $6.19M | Buy |
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|
2024
Q2 | $5.69M | Buy |
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|
2024
Q1 | $5.85M | Sell |
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|
2023
Q4 | $5.27M | Buy |
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|
2023
Q3 | $4.6M | Buy |
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|
2023
Q2 | $4.91M | Buy |
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|
2023
Q1 | $4.63M | Sell |
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|
2022
Q4 | $4.3M | Sell |
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|
2022
Q3 | $3.52M | Sell |
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|
2022
Q2 | $4M | Buy |
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|
2022
Q1 | $4.33M | Sell |
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|
2021
Q4 | $4.96M | Buy |
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|
2021
Q3 | $4.59M | Buy |
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|
2021
Q2 | $4.26M | Buy |
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|
2021
Q1 | $2.99M | Buy |
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|
2020
Q4 | $248K | Buy |
|