Baker Avenue Asset Management’s Otis Worldwide OTIS Stock Holding History

Baker Avenue Asset Management’s Portfolio OTIS Stock Details OTIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$442K	Sell
2025 Q1	$494K	Sell
2024 Q4	$454K	Buy
2024 Q3	$508K	Buy
2023 Q4	–	Sell
2023 Q3	$9.48K	Buy
2023 Q2	$8.63K	Hold
2023 Q1	$8.19K	Hold
2022 Q4	$7.6K	Buy