EWM
Evercore Wealth Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Buy |
27,113
+49
| +0.2% | +$4.85K | 0.04% | 137 |
|
|
2025
Q1 | $2.79M | Sell |
27,064
-404
| -1% | -$41.7K | 0.04% | 137 |
|
|
2024
Q4 | $2.54M | Sell |
27,468
-4
| -0% | -$370 | 0.04% | 142 |
|
|
2024
Q3 | $2.86M | Sell |
27,472
-240
| -0.9% | -$24.9K | 0.04% | 136 |
|
|
2024
Q2 | $2.67M | Sell |
27,712
-9
| -0% | -$866 | 0.04% | 137 |
|
|
2024
Q1 | $2.75M | Sell |
27,721
-565
| -2% | -$56.1K | 0.04% | 140 |
|
|
2023
Q4 | $2.53M | Sell |
28,286
-80
| -0.3% | -$7.16K | 0.04% | 142 |
|
|
2023
Q3 | $2.28M | Buy |
28,366
+702
| +3% | +$56.4K | 0.04% | 139 |
|
|
2023
Q2 | $2.46M | Sell |
27,664
-119
| -0.4% | -$10.6K | 0.05% | 141 |
|
|
2023
Q1 | $2.34M | Buy |
27,783
+85
| +0.3% | +$7.17K | 0.05% | 142 |
|
|
2022
Q4 | $2.17M | Sell |
27,698
-214
| -0.8% | -$16.8K | 0.05% | 147 |
|
|
2022
Q3 | $1.78M | Sell |
27,912
-131
| -0.5% | -$8.35K | 0.04% | 146 |
|
|
2022
Q2 | $1.98M | Hold |
28,043
| – | – | 0.04% | 145 |
|
|
2022
Q1 | $2.16M | Sell |
28,043
-171
| -0.6% | -$13.2K | 0.04% | 158 |
|
|
2021
Q4 | $2.46M | Sell |
28,214
-585
| -2% | -$50.9K | 0.04% | 151 |
|
|
2021
Q3 | $2.37M | Hold |
28,799
| – | – | 0.04% | 157 |
|
|
2021
Q2 | $2.36M | Sell |
28,799
-13
| -0% | -$1.06K | 0.04% | 159 |
|
|
2021
Q1 | $1.97M | Sell |
28,812
-2,738
| -9% | -$187K | 0.04% | 172 |
|
|
2020
Q4 | $2.13M | Sell |
31,550
-2,281
| -7% | -$154K | 0.05% | 150 |
|
|
2020
Q3 | $2.11M | Sell |
33,831
-884
| -3% | -$55.2K | 0.05% | 143 |
|
|
2020
Q2 | $1.97M | Buy |
+34,715
| New | +$1.97M | 0.05% | 142 |
|