Envestnet Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.2M | Sell |
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|
2025
Q1 | $49.7M | Sell |
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|
2024
Q4 | $51.7M | Buy |
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|
2024
Q3 | $56.7M | Buy |
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|
2024
Q2 | $48.8M | Buy |
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|
2024
Q1 | $50.2M | Sell |
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|
2023
Q4 | $46.1M | Buy |
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|
2023
Q3 | $38.9M | Buy |
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|
2023
Q2 | $33.4M | Buy |
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|
2023
Q1 | $27.9M | Buy |
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|
2022
Q4 | $23.5M | Buy |
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|
2022
Q3 | $17.6M | Buy |
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|
2022
Q2 | $19.2M | Buy |
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|
2022
Q1 | $19.8M | Buy |
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|
2021
Q4 | $21M | Buy |
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|
2021
Q3 | $16.8M | Buy |
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|
2021
Q2 | $15.6M | Buy |
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|
2021
Q1 | $12.7M | Buy |
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|
2020
Q4 | $10.1M | Sell |
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|
2020
Q3 | $10.3M | Buy |
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|
2020
Q2 | $7.81M | Buy |
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