Calamos Wealth Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $213K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $257K | Buy |
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|
2023
Q2 | $260K | Buy |
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|
2023
Q1 | $246K | Sell |
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|
2022
Q4 | $229K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $203K | Sell |
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|
2022
Q1 | $233K | Buy |
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|
2021
Q4 | $251K | Buy |
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|
2021
Q3 | $233K | Hold |
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|
2021
Q2 | $231K | Buy |
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