Johnson Investment Counsel’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $856K | Sell |
8,647
-448
| -5% | -$44.4K | 0.01% | 427 |
|
|
2025
Q1 | $939K | Buy |
9,095
+160
| +2% | +$16.5K | 0.01% | 404 |
|
|
2024
Q4 | $827K | Buy |
8,935
+1,414
| +19% | +$131K | 0.01% | 429 |
|
|
2024
Q3 | $782K | Sell |
7,521
-2,468
| -25% | -$257K | 0.01% | 436 |
|
|
2024
Q2 | $962K | Buy |
9,989
+49
| +0.5% | +$4.72K | 0.01% | 392 |
|
|
2024
Q1 | $987K | Buy |
9,940
+611
| +7% | +$60.7K | 0.01% | 386 |
|
|
2023
Q4 | $835K | Buy |
9,329
+175
| +2% | +$15.7K | 0.01% | 393 |
|
|
2023
Q3 | $735K | Sell |
9,154
-553
| -6% | -$44.4K | 0.01% | 393 |
|
|
2023
Q2 | $864K | Buy |
9,707
+991
| +11% | +$88.2K | 0.01% | 376 |
|
|
2023
Q1 | $736K | Sell |
8,716
-397
| -4% | -$33.5K | 0.01% | 392 |
|
|
2022
Q4 | $714K | Sell |
9,113
-542
| -6% | -$42.4K | 0.01% | 394 |
|
|
2022
Q3 | $616K | Sell |
9,655
-314
| -3% | -$20K | 0.01% | 396 |
|
|
2022
Q2 | $705K | Buy |
9,969
+1,240
| +14% | +$87.7K | 0.01% | 382 |
|
|
2022
Q1 | $672K | Sell |
8,729
-152
| -2% | -$11.7K | 0.01% | 412 |
|
|
2021
Q4 | $773K | Sell |
8,881
-1
| -0% | -$87 | 0.01% | 382 |
|
|
2021
Q3 | $731K | Buy |
8,882
+367
| +4% | +$30.2K | 0.01% | 387 |
|
|
2021
Q2 | $696K | Sell |
8,515
-10
| -0.1% | -$817 | 0.01% | 381 |
|
|
2021
Q1 | $584K | Sell |
8,525
-2,590
| -23% | -$177K | 0.01% | 394 |
|
|
2020
Q4 | $751K | Buy |
11,115
+264
| +2% | +$17.8K | 0.01% | 347 |
|
|
2020
Q3 | $677K | Sell |
10,851
-184
| -2% | -$11.5K | 0.01% | 345 |
|
|
2020
Q2 | $627K | Buy |
+11,035
| New | +$627K | 0.01% | 358 |
|