Rothschild Investment LLC’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 | $371K | Sell |
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|
2025
Q1 | $390K | Sell |
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|
2024
Q4 | $350K | Buy |
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|
2024
Q3 | $388K | Sell |
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|
2024
Q2 | $371K | Sell |
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|
2024
Q1 | $390K | Buy |
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|
2023
Q4 | $346K | Sell |
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|
2023
Q3 | $342K | Sell |
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|
2023
Q2 | $380K | Buy |
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|
2023
Q1 | $280K | Buy |
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|
2022
Q4 | $259K | Hold |
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|
2022
Q3 | $211K | Hold |
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|
2022
Q2 | $233K | Hold |
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|
2022
Q1 | $254K | Hold |
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|
2021
Q4 | $288K | Hold |
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|
2021
Q3 | $272K | Hold |
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|
2021
Q2 | $270K | Hold |
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|
2021
Q1 | $226K | Hold |
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|
2020
Q4 | $223K | Sell |
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|
2020
Q3 | $207K | Buy |
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