Otis Worldwide Corp shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of Otis Worldwide Corp (OTIS) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth Management investment in Otis Worldwide Corp
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Quarterly reported holdings in Otis Worldwide Corp by Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.2M | 14k | 87.35 |
| 2025-09-30 | $1.3M | 15k | 91.43 |
| 2025-06-30 | $1.3M | 13k | 99.02 |
| 2025-03-31 | $1.4M | 14k | 103.20 |
| 2024-12-31 | $1.6M | 17k | 93.20 |
| 2024-09-30 | $1.7M | 17k | 103.94 |
| 2024-06-30 | $1.6M | 17k | 96.26 |
| 2024-03-31 | $1.6M | 17k | 99.27 |
| 2023-12-31 | $1.5M | 16k | 89.47 |
| 2023-09-30 | $1.3M | 17k | 80.31 |
| 2023-06-30 | $1.5M | 17k | 89.01 |
| 2023-03-31 | $1.1M | 13k | 84.40 |
| 2022-12-31 | $988k | 13k | 78.31 |
| 2022-09-30 | $1.0M | 16k | 63.79 |
| 2022-06-30 | $852k | 12k | 70.64 |
| 2022-03-31 | $908k | 12k | 76.95 |
| 2021-12-31 | $983k | 11k | 87.05 |
| 2021-09-30 | $896k | 11k | 82.28 |
| 2021-06-30 | $885k | 11k | 81.75 |
| 2021-03-31 | $743k | 11k | 68.42 |
| 2020-12-31 | $694k | 10k | 67.55 |
| 2020-09-30 | $637k | 10k | 62.39 |
| 2020-06-30 | $574k | 10k | 56.84 |
| 2020-03-31 | $506k | 10k | 49.12 |
| 2011-09-30 | $1.0M | 16k | 63.79 |