Laird Norton Wetherby Wealth Management’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 | $525K | Buy |
+5,302
| New | +$525K | 0.02% | 541 |
|
|
2024
Q4 | $482K | Sell |
5,205
-234
| -4% | -$21.7K | 0.02% | 544 |
|
|
2024
Q3 | $565K | Sell |
5,439
-645
| -11% | -$67K | 0.03% | 516 |
|
|
2024
Q2 | $586K | Buy |
6,084
+28
| +0.5% | +$2.7K | 0.03% | 492 |
|
|
2024
Q1 | $601K | Sell |
6,056
-146
| -2% | -$14.5K | 0.03% | 505 |
|
|
2023
Q4 | $555K | Buy |
6,202
+94
| +2% | +$8.41K | 0.03% | 514 |
|
|
2023
Q3 | $491K | Sell |
6,108
-109
| -2% | -$8.75K | 0.03% | 528 |
|
|
2023
Q2 | $553K | Sell |
6,217
-70
| -1% | -$6.23K | 0.03% | 504 |
|
|
2023
Q1 | $531K | Buy |
6,287
+801
| +15% | +$67.6K | 0.03% | 510 |
|
|
2022
Q4 | $430K | Sell |
5,486
-6
| -0.1% | -$470 | 0.03% | 566 |
|
|
2022
Q3 | $350K | Sell |
5,492
-193
| -3% | -$12.3K | 0.02% | 602 |
|
|
2022
Q2 | $402K | Buy |
5,685
+111
| +2% | +$7.85K | 0.03% | 567 |
|
|
2022
Q1 | $429K | Buy |
5,574
+368
| +7% | +$28.3K | 0.02% | 569 |
|
|
2021
Q4 | $453K | Buy |
5,206
+159
| +3% | +$13.8K | 0.03% | 557 |
|
|
2021
Q3 | $415K | Sell |
5,047
-9
| -0.2% | -$740 | 0.03% | 562 |
|
|
2021
Q2 | $413K | Buy |
5,056
+118
| +2% | +$9.64K | 0.03% | 578 |
|
|
2021
Q1 | $338K | Sell |
4,938
-616
| -11% | -$42.2K | 0.03% | 561 |
|
|
2020
Q4 | $375K | Buy |
5,554
+315
| +6% | +$21.3K | 0.03% | 557 |
|
|
2020
Q3 | $327K | Sell |
5,239
-208
| -4% | -$13K | 0.03% | 497 |
|
|
2020
Q2 | $310K | Buy |
+5,447
| New | +$310K | 0.03% | 497 |
|