FFA
First Foundation Advisors’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,175
| Closed | -$224K | – | 346 |
|
|
2025
Q1 | $224K | Sell |
2,175
-258
| -11% | -$26.6K | 0.01% | 306 |
|
|
2024
Q4 | $225K | Sell |
2,433
-6
| -0.2% | -$556 | 0.01% | 314 |
|
|
2024
Q3 | $254K | Sell |
2,439
-620
| -20% | -$64.4K | 0.01% | 305 |
|
|
2024
Q2 | $294K | Sell |
3,059
-477
| -13% | -$45.9K | 0.01% | 281 |
|
|
2024
Q1 | $351K | Buy |
3,536
+41
| +1% | +$4.07K | 0.01% | 271 |
|
|
2023
Q4 | $313K | Sell |
3,495
-592
| -14% | -$53K | 0.01% | 287 |
|
|
2023
Q3 | $328K | Buy |
+4,087
| New | +$328K | 0.02% | 307 |
|
|
2023
Q2 | – | Sell |
-2,883
| Closed | -$243K | – | 436 |
|
|
2023
Q1 | $243K | Buy |
2,883
+60
| +2% | +$5.06K | 0.01% | 331 |
|
|
2022
Q4 | $221K | Sell |
2,823
-387
| -12% | -$30.3K | 0.01% | 355 |
|
|
2022
Q3 | $205K | Sell |
3,210
-6,660
| -67% | -$425K | 0.01% | 350 |
|
|
2022
Q2 | $698K | Sell |
9,870
-1,916
| -16% | -$135K | 0.03% | 209 |
|
|
2022
Q1 | $907K | Buy |
11,786
+796
| +7% | +$61.3K | 0.03% | 198 |
|
|
2021
Q4 | $957K | Buy |
+10,990
| New | +$957K | 0.03% | 204 |
|