Jackson Grant Investment Advisers’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 | $49.9K | Buy |
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|
2025
Q1 | $51.8K | Buy |
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|
2024
Q4 | $46.3K | Buy |
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|
2024
Q3 | $51.7K | Buy |
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|
2024
Q2 | $47.7K | Sell |
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|
2024
Q1 | $60.5K | Buy |
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|
2023
Q4 | $54.3K | Buy |
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|
2023
Q3 | $48.6K | Buy |
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|
2023
Q2 | $53.6K | Buy |
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|
2023
Q1 | $50.7K | Buy |
|
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|
2022
Q4 | $46.8K | Buy |
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|
2022
Q3 | $38K | Buy |
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|
2022
Q2 | $42K | Buy |
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|
2022
Q1 | $46K | Buy |
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|
2021
Q4 | $51K | Buy |
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|
2021
Q3 | $48K | Buy |
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|
2021
Q2 | $48K | Buy |
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|
2021
Q1 | $40K | Sell |
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|
2020
Q4 | $51K | Buy |
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|
2020
Q3 | $44K | Sell |
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|
2020
Q2 | $49K | Buy |
|