HighTower Advisors’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
$79.2M Sell
2025
Q1
$83M Sell
2024
Q4
$77.3M Sell
2024
Q3
$89.3M Sell
2024
Q2
$85.3M Sell
2024
Q1
$90.3M Buy
2023
Q4
$78.3M Buy
2023
Q3
$68.1M Buy
2023
Q2
$74.6M Buy
2023
Q1
$69.7M Buy
2022
Q4
$64.7M Buy
2022
Q3
$42.5M Buy
2022
Q2
$46.5M Sell
2022
Q1
$50.9M Buy
2021
Q4
$57.2M Buy
2021
Q3
$39.6M Buy
2021
Q2
$9.07M Buy
2021
Q1
$7.32M Sell
2020
Q4
$7.39M Sell
2020
Q3
$7.68M Sell
2020
Q2
$7.94M Buy