Bleakley Financial Group’s Otis Worldwide OTIS Stock Holding History

Bleakley Financial Group’s Portfolio OTIS Stock Details OTIS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$968K	Buy
2025 Q1	–	Sell
2024 Q4	$864K	Buy
2024 Q3	$823K	Sell
2024 Q2	$797K	Sell
2024 Q1	$965K	Buy
2023 Q4	$860K	Sell
2023 Q3	$776K	Sell
2023 Q2	$928K	Buy
2023 Q1	$837K	Buy
2022 Q4	$747K	Buy