Laird Norton Wetherby Wealth 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
Q2 | $525K | Buy |
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|
2024
Q4 | $482K | Sell |
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|
2024
Q3 | $565K | Sell |
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|
2024
Q2 | $586K | Buy |
|
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|
2024
Q1 | $601K | Sell |
|
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|
2023
Q4 | $555K | Buy |
|
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|
2023
Q3 | $491K | Sell |
|
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|
2023
Q2 | $553K | Sell |
|
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|
2023
Q1 | $531K | Buy |
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|
2022
Q4 | $430K | Sell |
|
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|
2022
Q3 | $350K | Sell |
|
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|
2022
Q2 | $402K | Buy |
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|
2022
Q1 | $429K | Buy |
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|
2021
Q4 | $453K | Buy |
|
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|
2021
Q3 | $415K | Sell |
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|
2021
Q2 | $413K | Buy |
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|
2021
Q1 | $338K | Sell |
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|
2020
Q4 | $375K | Buy |
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|
2020
Q3 | $327K | Sell |
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|
2020
Q2 | $310K | Buy |
|