Windward Capital 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
Q3 | $6.97M | Sell |
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|
2025
Q2 | $7.59M | Sell |
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|
2025
Q1 | $7.98M | Sell |
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|
2024
Q4 | $7.26M | Sell |
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|
2024
Q3 | $8.22M | Buy |
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|
2024
Q2 | $7.59M | Sell |
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|
2024
Q1 | $7.99M | Sell |
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|
2023
Q4 | $7.28M | Sell |
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|
2023
Q3 | $6.55M | Sell |
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|
2023
Q2 | $7.33M | Sell |
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|
2023
Q1 | $6.97M | Buy |
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|
2022
Q4 | $5.78M | Sell |
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|
2022
Q3 | $4.74M | Buy |
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|
2022
Q2 | $5.24M | Buy |
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|
2022
Q1 | $5.67M | Sell |
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|
2021
Q4 | $6.44M | Buy |
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|
2021
Q3 | $6.07M | Sell |
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|
2021
Q2 | $6.03M | Sell |
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|
2021
Q1 | $5.06M | Sell |
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|
2020
Q4 | $5M | Sell |
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|
2020
Q3 | $5.05M | Sell |
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|
2020
Q2 | $4.63M | Buy |
|