BAAM
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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
Q4 		– Sell
-3,673
Closed -$336K – 684
2025
Q3 		$336K Sell
3,673
-790
-18% -$71.7K 0.01% 452
2025
Q2 		$442K Sell
4,463
-321
-7% -$31K 0.01% 320
2025
Q1 		$494K Sell
4,784
-117
-2% -$11.4K 0.02% 297
2024
Q4 		$454K Buy
4,901
+17
+0.3% +$1.71K 0.01% 301
2024
Q3 		$508K Buy
+4,884
New +$465K 0.02% 288
2023
Q4 		– Sell
-118
Closed -$9.48K – 1151
2023
Q3 		$9.48K Buy
118
+21
+22% +$1.8K ﹤0.01% 781
2023
Q2 		$8.63K Hold
97
– – ﹤0.01% 763
2023
Q1 		$8.19K Hold
97
– – ﹤0.01% 791
2022
Q4 		$7.6K Buy
+97
New +$7.16K ﹤0.01% 746

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