Brighton Jones LLC’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 | $1.26M | Buy |
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|
2025
Q2 | $524K | Buy |
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|
2025
Q1 | $326K | Buy |
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|
2024
Q4 | $226K | Sell |
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|
2024
Q3 | $261K | Sell |
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|
2024
Q2 | $248K | Buy |
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|
2024
Q1 | $244K | Sell |
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|
2023
Q4 | $234K | Sell |
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|
2023
Q3 | $214K | Buy |
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|
2023
Q2 | $219K | Buy |
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|
2023
Q1 | $206K | Sell |
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|
2022
Q4 | $208K | Sell |
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|
2022
Q3 | $232K | Sell |
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|
2022
Q2 | $284K | Buy |
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|
2022
Q1 | $298K | Buy |
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|
2021
Q4 | $322K | Buy |
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|
2021
Q3 | $260K | Buy |
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|
2021
Q2 | $238K | Sell |
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|
2021
Q1 | $242K | Buy |
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