Cresset Asset Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
12,365
+767
| +7% | +$76K | 0.01% | 704 |
|
|
2025
Q1 | $1.2M | Sell |
11,598
-4,904
| -30% | -$506K | 0.01% | 701 |
|
|
2024
Q4 | $1.53M | Sell |
16,502
-18,243
| -53% | -$1.69M | 0.01% | 620 |
|
|
2024
Q3 | $3.61M | Sell |
34,745
-2,113
| -6% | -$220K | 0.01% | 538 |
|
|
2024
Q2 | $3.55M | Buy |
36,858
+7,266
| +25% | +$699K | 0.01% | 494 |
|
|
2024
Q1 | $2.94M | Buy |
29,592
+7,410
| +33% | +$736K | 0.01% | 490 |
|
|
2023
Q4 | $1.98M | Buy |
22,182
+2,135
| +11% | +$191K | 0.01% | 586 |
|
|
2023
Q3 | $1.61M | Buy |
20,047
+2,180
| +12% | +$175K | 0.01% | 608 |
|
|
2023
Q2 | $1.59M | Buy |
17,867
+10,898
| +156% | +$970K | ﹤0.01% | 600 |
|
|
2023
Q1 | $588K | Sell |
6,969
-37,127
| -84% | -$3.13M | 0.01% | 449 |
|
|
2022
Q4 | $3.11M | Sell |
44,096
-244
| -0.6% | -$17.2K | 0.04% | 161 |
|
|
2022
Q3 | $2.83M | Sell |
44,340
-440
| -1% | -$28.1K | 0.04% | 174 |
|
|
2022
Q2 | $3.15M | Buy |
44,780
+2,357
| +6% | +$166K | 0.04% | 169 |
|
|
2022
Q1 | $3.27M | Sell |
42,423
-442
| -1% | -$34K | 0.03% | 183 |
|
|
2021
Q4 | $3.73M | Buy |
42,865
+1,190
| +3% | +$104K | 0.04% | 186 |
|
|
2021
Q3 | $3.43M | Buy |
41,675
+368
| +0.9% | +$30.3K | 0.05% | 152 |
|
|
2021
Q2 | $3.38M | Buy |
41,307
+33,370
| +420% | +$2.73M | 0.05% | 147 |
|
|
2021
Q1 | $544K | Sell |
7,937
-63,959
| -89% | -$4.38M | 0.01% | 452 |
|
|
2020
Q4 | $4.86M | Sell |
71,896
-3,588
| -5% | -$242K | 0.08% | 91 |
|
|
2020
Q3 | $4.71M | Sell |
75,484
-65
| -0.1% | -$4.06K | 0.09% | 94 |
|
|
2020
Q2 | $4.3M | Buy |
+75,549
| New | +$4.3M | 0.09% | 90 |
|