J.P. Morgan Private Wealth Advisors’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.91M | Sell |
73,605
-10,085
| -12% | -$810K | 0.02% | 472 |
|
|
2023
Q2 | $7.45M | Sell |
83,690
-11,081
| -12% | -$986K | 0.04% | 275 |
|
|
2023
Q1 | $8M | Sell |
94,771
-2,569
| -3% | -$217K | 0.02% | 485 |
|
|
2022
Q4 | $7.62M | Sell |
97,340
-3,663
| -4% | -$287K | 0.02% | 484 |
|
|
2022
Q3 | $6.44M | Buy |
101,003
+2,400
| +2% | +$153K | 0.02% | 497 |
|
|
2022
Q2 | $6.97M | Sell |
98,603
-2,469
| -2% | -$174K | 0.02% | 492 |
|
|
2022
Q1 | $7.78M | Sell |
101,072
-3,644
| -3% | -$280K | 0.02% | 510 |
|
|
2021
Q4 | $9.12M | Sell |
104,716
-638
| -0.6% | -$55.6K | 0.02% | 456 |
|
|
2021
Q3 | $8.67M | Buy |
105,354
+3,641
| +4% | +$300K | 0.02% | 460 |
|
|
2021
Q2 | $8.32M | Buy |
101,713
+1,029
| +1% | +$84.1K | 0.02% | 458 |
|
|
2021
Q1 | $6.89M | Sell |
100,684
-13,049
| -11% | -$893K | 0.02% | 438 |
|
|
2020
Q4 | $7.68M | Sell |
113,733
-14,793
| -12% | -$999K | 0.02% | 397 |
|
|
2020
Q3 | $8.02M | Sell |
128,526
-29,559
| -19% | -$1.85M | 0.03% | 357 |
|
|
2020
Q2 | $8.99M | Buy |
+158,085
| New | +$8.99M | 0.04% | 303 |
|