Beacon Pointe Advisors’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
Q3 | $2.11M | Buy |
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|
2025
Q2 | $2.11M | Buy |
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|
2025
Q1 | $1.53M | Sell |
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|
2024
Q4 | $1.44M | Buy |
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|
2024
Q3 | $1.47M | Sell |
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|
2024
Q2 | $1.38M | Sell |
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|
2024
Q1 | $1.72M | Buy |
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|
2023
Q4 | $1.51M | Sell |
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|
2023
Q3 | $1.43M | Buy |
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|
2023
Q2 | $937K | Sell |
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|
2023
Q1 | $1.2M | Buy |
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|
2022
Q4 | $780K | Sell |
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|
2022
Q3 | $646K | Sell |
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|
2022
Q2 | $799K | Sell |
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|
2022
Q1 | $911K | Buy |
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|
2021
Q4 | $623K | Sell |
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|
2021
Q3 | $911K | Buy |
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|
2021
Q2 | $607K | Buy |
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|
2021
Q1 | $261K | Sell |
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|
2020
Q4 | $342K | Buy |
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|
2020
Q3 | $247K | Sell |
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|
2020
Q2 | $252K | Buy |
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