Brinker Capital Investments’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 | $3.78M | Sell |
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|
2025
Q2 | $4.48M | Buy |
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|
2025
Q1 | $4.55M | Sell |
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|
2024
Q4 | $4.28M | Sell |
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|
2024
Q3 | $4.97M | Sell |
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|
2024
Q2 | $4.89M | Sell |
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|
2024
Q1 | $5.29M | Sell |
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|
2023
Q4 | $4.88M | Sell |
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|
2023
Q3 | $4.8M | Sell |
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|
2023
Q2 | $6M | Sell |
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|
2023
Q1 | $6.11M | Buy |
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|
2022
Q4 | $5.48M | Sell |
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|
2022
Q3 | $4.61M | Sell |
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|
2022
Q2 | $5.42M | Sell |
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|
2022
Q1 | $6.2M | Sell |
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|
2021
Q4 | $7.11M | Sell |
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|
2021
Q3 | $6.88M | Hold |
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|
2021
Q2 | $6.88M | Sell |
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|
2021
Q1 | $6M | Buy |
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|
2020
Q4 | $2.61M | Buy |
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|
2020
Q3 | $1.18M | Buy |
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