Evercore 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Buy |
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|
2025
Q1 | $2.79M | Sell |
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|
2024
Q4 | $2.54M | Sell |
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|
2024
Q3 | $2.86M | Sell |
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|
2024
Q2 | $2.67M | Sell |
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|
2024
Q1 | $2.75M | Sell |
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|
2023
Q4 | $2.53M | Sell |
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|
2023
Q3 | $2.28M | Buy |
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|
2023
Q2 | $2.46M | Sell |
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|
2023
Q1 | $2.34M | Buy |
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|
2022
Q4 | $2.17M | Sell |
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|
2022
Q3 | $1.78M | Sell |
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|
2022
Q2 | $1.98M | Hold |
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|
2022
Q1 | $2.16M | Sell |
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|
2021
Q4 | $2.46M | Sell |
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|
2021
Q3 | $2.37M | Hold |
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|
2021
Q2 | $2.36M | Sell |
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|
2021
Q1 | $1.97M | Sell |
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|
2020
Q4 | $2.13M | Sell |
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|
2020
Q3 | $2.11M | Sell |
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|
2020
Q2 | $1.97M | Buy |
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