HAG
HighPoint Advisor Group’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
10,453
-416
| -4% | -$41.2K | 0.06% | 244 |
|
|
2025
Q1 | $1.03M | Sell |
10,869
-185
| -2% | -$17.6K | 0.06% | 231 |
|
|
2024
Q4 | $1.07M | Buy |
11,054
+217
| +2% | +$21K | 0.06% | 232 |
|
|
2024
Q3 | $1.08M | Buy |
10,837
+705
| +7% | +$70.1K | 0.06% | 222 |
|
|
2024
Q2 | $951K | Buy |
10,132
+348
| +4% | +$32.7K | 0.06% | 243 |
|
|
2024
Q1 | $945K | Buy |
9,784
+123
| +1% | +$11.9K | 0.07% | 229 |
|
|
2023
Q4 | $957K | Buy |
+9,661
| New | +$957K | 0.07% | 224 |
|
|
2022
Q2 | $1.11M | Buy |
+15,619
| New | +$1.11M | 0.12% | 135 |
|
|
2021
Q3 | $694K | Buy |
8,440
+2,441
| +41% | +$201K | 0.07% | 236 |
|
|
2021
Q2 | $491K | Buy |
5,999
+1,047
| +21% | +$85.7K | 0.05% | 303 |
|
|
2021
Q1 | $350K | Sell |
4,952
-42
| -0.8% | -$2.97K | 0.04% | 342 |
|
|
2020
Q4 | $321K | Buy |
4,994
+662
| +15% | +$42.6K | 0.04% | 339 |
|
|
2020
Q3 | $271K | Sell |
4,332
-137
| -3% | -$8.57K | 0.05% | 293 |
|
|
2020
Q2 | $249K | Sell |
4,469
-61
| -1% | -$3.4K | 0.05% | 275 |
|
|
2020
Q1 | $216K | Buy |
+4,530
| New | +$216K | 0.05% | 282 |
|