Johnson Investment Counsel’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 | $775K | Sell |
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|
2025
Q2 | $856K | Sell |
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|
2025
Q1 | $939K | Buy |
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|
2024
Q4 | $827K | Buy |
|
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|
2024
Q3 | $782K | Sell |
|
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|
2024
Q2 | $962K | Buy |
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|
2024
Q1 | $987K | Buy |
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|
2023
Q4 | $835K | Buy |
|
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|
2023
Q3 | $735K | Sell |
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|
2023
Q2 | $864K | Buy |
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|
2023
Q1 | $736K | Sell |
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|
2022
Q4 | $714K | Sell |
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|
2022
Q3 | $616K | Sell |
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|
2022
Q2 | $705K | Buy |
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|
2022
Q1 | $672K | Sell |
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|
2021
Q4 | $773K | Sell |
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|
2021
Q3 | $731K | Buy |
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|
2021
Q2 | $696K | Sell |
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|
2021
Q1 | $584K | Sell |
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|
2020
Q4 | $751K | Buy |
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|
2020
Q3 | $677K | Sell |
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|
2020
Q2 | $627K | Buy |
|