William Blair & Company’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 | $2.45M | Buy |
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|
2025
Q1 | $2.23M | Buy |
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|
2024
Q4 | $1.97M | Sell |
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|
2024
Q3 | $2.58M | Buy |
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|
2024
Q2 | $2.36M | Buy |
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|
2024
Q1 | $1.48M | Sell |
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|
2023
Q4 | $1.36M | Buy |
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|
2023
Q3 | $1.16M | Buy |
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|
2023
Q2 | $1.27M | Buy |
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|
2023
Q1 | $964K | Buy |
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|
2022
Q4 | $889K | Sell |
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|
2022
Q3 | $742K | Buy |
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|
2022
Q2 | $714K | Sell |
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|
2022
Q1 | $958K | Sell |
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|
2021
Q4 | $1.6M | Buy |
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|
2021
Q3 | $1.5M | Buy |
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|
2021
Q2 | $1.43M | Sell |
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|
2021
Q1 | $1.3M | Sell |
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|
2020
Q4 | $1.45M | Buy |
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|
2020
Q3 | $1.22M | Sell |
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|
2020
Q2 | $3.02M | Buy |
|