HighTower Advisors’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.2M | Sell |
799,605
-4,505
| -0.6% | -$446K | 0.1% | 218 |
|
|
2025
Q1 | $83M | Sell |
804,110
-30,519
| -4% | -$3.15M | 0.11% | 197 |
|
|
2024
Q4 | $77.3M | Sell |
834,629
-23,719
| -3% | -$2.2M | 0.11% | 203 |
|
|
2024
Q3 | $89.3M | Sell |
858,348
-28,139
| -3% | -$2.93M | 0.13% | 176 |
|
|
2024
Q2 | $85.3M | Sell |
886,487
-24,749
| -3% | -$2.38M | 0.13% | 168 |
|
|
2024
Q1 | $90.3M | Buy |
911,236
+35,891
| +4% | +$3.56M | 0.15% | 158 |
|
|
2023
Q4 | $78.3M | Buy |
875,345
+26,699
| +3% | +$2.39M | 0.13% | 170 |
|
|
2023
Q3 | $68.1M | Buy |
848,646
+10,105
| +1% | +$811K | 0.13% | 168 |
|
|
2023
Q2 | $74.6M | Buy |
838,541
+12,710
| +2% | +$1.13M | 0.15% | 151 |
|
|
2023
Q1 | $69.7M | Buy |
825,831
+215
| +0% | +$18.1K | 0.15% | 156 |
|
|
2022
Q4 | $64.7M | Buy |
825,616
+159,381
| +24% | +$12.5M | 0.15% | 157 |
|
|
2022
Q3 | $42.5M | Buy |
666,235
+7,937
| +1% | +$507K | 0.11% | 192 |
|
|
2022
Q2 | $46.5M | Sell |
658,298
-2,265
| -0.3% | -$160K | 0.12% | 182 |
|
|
2022
Q1 | $50.9M | Buy |
660,563
+3,417
| +0.5% | +$263K | 0.11% | 186 |
|
|
2021
Q4 | $57.2M | Buy |
657,146
+176,037
| +37% | +$15.3M | 0.13% | 175 |
|
|
2021
Q3 | $39.6M | Buy |
481,109
+369,921
| +333% | +$30.4M | 0.11% | 193 |
|
|
2021
Q2 | $9.07M | Buy |
111,188
+4,159
| +4% | +$339K | 0.03% | 555 |
|
|
2021
Q1 | $7.32M | Sell |
107,029
-2,725
| -2% | -$186K | 0.02% | 598 |
|
|
2020
Q4 | $7.39M | Sell |
109,754
-13,417
| -11% | -$903K | 0.03% | 459 |
|
|
2020
Q3 | $7.68M | Sell |
123,171
-16,529
| -12% | -$1.03M | 0.04% | 414 |
|
|
2020
Q2 | $7.94M | Buy |
+139,700
| New | +$7.94M | 0.04% | 385 |
|