Otis Worldwide Corp shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of Otis Worldwide Corp (OTIS) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private Wealth investment in Otis Worldwide Corp
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Quarterly reported holdings in Otis Worldwide Corp by Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $414k | 4.0k | 103.20 |
| 2024-12-31 | $371k | 4.0k | 92.61 |
| 2024-09-30 | $434k | 4.2k | 103.93 |
| 2024-06-30 | $476k | 4.9k | 96.26 |
| 2024-03-31 | $491k | 4.9k | 99.27 |
| 2023-12-31 | $442k | 4.9k | 89.46 |
| 2023-09-30 | $400k | 5.0k | 80.31 |
| 2023-06-30 | $458k | 5.1k | 89.01 |
| 2023-03-31 | $478k | 5.7k | 84.41 |
| 2022-12-31 | $456k | 5.8k | 78.31 |
| 2022-09-30 | $374k | 5.8k | 64.55 |
| 2022-06-30 | $409k | 5.8k | 70.59 |
| 2022-03-31 | $450k | 5.8k | 77.68 |
| 2021-12-31 | $402k | 4.6k | 86.98 |
| 2021-09-30 | $382k | 4.6k | 83.33 |
| 2021-06-30 | $375k | 4.6k | 81.81 |
| 2021-03-31 | $329k | 4.3k | 76.30 |
| 2020-12-31 | $304k | 4.5k | 67.59 |
| 2020-09-30 | $281k | 4.5k | 62.49 |
| 2020-06-30 | $256k | 4.5k | 56.93 |