AssetMark Inc’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 | $307K | Buy |
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|
2025
Q1 | $109K | Sell |
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|
2024
Q4 | $123K | Buy |
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|
2024
Q3 | $49.5K | Buy |
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|
2024
Q2 | $7.12K | Buy |
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|
2024
Q1 | $3.08K | Sell |
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|
2023
Q4 | $31.3K | Buy |
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|
2023
Q3 | $24.7K | Buy |
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|
2023
Q2 | $27.3K | Hold |
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|
2023
Q1 | $25.9K | Sell |
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|
2022
Q4 | $47.5K | Buy |
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|
2022
Q3 | $20K | Sell |
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|
2022
Q2 | $23K | Buy |
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|
2022
Q1 | $2K | Sell |
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|
2021
Q4 | $16K | Buy |
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|
2021
Q3 | $2K | Sell |
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|
2021
Q2 | $4K | Buy |
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|
2021
Q1 | $2K | Sell |
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|
2020
Q4 | $7K | Buy |
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|
2020
Q3 | $6K | Buy |
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|
2020
Q2 | $4K | Buy |
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