HBK Sorce Advisory’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
Q3 | $399K | Buy |
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|
2025
Q2 | $340K | Buy |
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|
2025
Q1 | $350K | Sell |
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|
2024
Q4 | $354K | Buy |
|
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|
2024
Q3 | $395K | Sell |
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|
2024
Q2 | $392K | Sell |
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|
2024
Q1 | $452K | Buy |
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|
2023
Q4 | $336K | Sell |
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|
2023
Q3 | $326K | Sell |
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|
2023
Q2 | $372K | Buy |
|
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|
2023
Q1 | $349K | Sell |
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|
2022
Q4 | $635K | Buy |
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|
2022
Q3 | $226K | Buy |
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|
2022
Q2 | $235K | Sell |
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|
2022
Q1 | $274K | Sell |
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|
2021
Q4 | $313K | Buy |
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|
2021
Q3 | $280K | Sell |
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|
2021
Q2 | $285K | Sell |
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|
2021
Q1 | $240K | Buy |
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|
2020
Q4 | $217K | Buy |
|