Advisors Asset 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
Q2 | $1.06M | Buy |
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|
2025
Q1 | $852K | Sell |
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|
2024
Q4 | $810K | Sell |
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|
2024
Q3 | $953K | Buy |
|
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|
2024
Q2 | $852K | Buy |
|
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|
2024
Q1 | $799K | Buy |
|
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|
2023
Q4 | $547K | Buy |
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|
2023
Q3 | $473K | Buy |
|
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|
2023
Q2 | $408K | Buy |
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|
2023
Q1 | $349K | Sell |
|
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|
2022
Q4 | $339K | Buy |
|
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|
2022
Q3 | $262K | Sell |
|
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|
2022
Q2 | $1.45M | Buy |
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|
2022
Q1 | $1.54M | Sell |
|
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|
2021
Q4 | $1.77M | Sell |
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|
2021
Q3 | $1.76M | Sell |
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|
2021
Q2 | $1.78M | Buy |
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|
2021
Q1 | $1.06M | Sell |
|
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|
2020
Q4 | $1.63M | Sell |
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|
2020
Q3 | $2M | Sell |
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|
2020
Q2 | $2.4M | Buy |
|