BOK Financial Private Wealth’s Otis Worldwide OTIS Stock Holding History

BOK Financial Private Wealth’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 Q3	$7.32K	Hold
2025 Q2	$7.92K	Hold
2025 Q1	$8.26K	Sell
2024 Q4	$17.4K	Buy
2024 Q3	$10.4K	Buy
2022 Q4	–	Sell
2022 Q3	$32K	Hold
2022 Q2	$35K	Buy