HighPoint Advisor Group’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 | $1.04M | Sell |
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|
2025
Q1 | $1.03M | Sell |
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|
2024
Q4 | $1.07M | Buy |
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|
2024
Q3 | $1.08M | Buy |
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|
2024
Q2 | $951K | Buy |
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|
2024
Q1 | $945K | Buy |
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|
2023
Q4 | $957K | Buy |
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|
2022
Q2 | $1.11M | Buy |
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|
2021
Q3 | $694K | Buy |
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|
2021
Q2 | $491K | Buy |
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|
2021
Q1 | $350K | Sell |
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|
2020
Q4 | $321K | Buy |
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|
2020
Q3 | $271K | Sell |
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|
2020
Q2 | $249K | Sell |
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|
2020
Q1 | $216K | Buy |
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