Janney Montgomery Scott’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
         Q3  | $5.74M | Buy | 
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| 
        
          
      
        2025
         Q2  | $4.69M | Sell | 
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| 
        
          
      
        2025
         Q1  | $5.52M | Sell | 
         | 
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| 
        
          
      
        2024
         Q4  | $5.31M | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q3  | $5.87M | Sell | 
         | 
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| 
        
          
      
        2024
         Q2  | $5.53M | Buy | 
         | 
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| 
        
          
      
        2024
         Q1  | $5.27M | Sell | 
         | 
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| 
        
          
      
        2023
         Q4  | $4.91M | Sell | 
         | 
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| 
        
          
      
        2023
         Q3  | $4.45M | Sell | 
         | 
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| 
        
          
      
        2023
         Q2  | $5.1M | Sell | 
         | 
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| 
        
          
      
        2023
         Q1  | $4.85M | Sell | 
         | 
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| 
        
          
      
        2022
         Q4  | $5.02M | Sell | 
         | 
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| 
        
          
      
        2022
         Q3  | $5.06M | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q2  | $5.59M | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q1  | $6.04M | Sell | 
         | 
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| 
        
          
      
        2021
         Q4  | $7.33M | Sell | 
         | 
    |||||
| 
        
          
      
        2021
         Q3  | $7.5M | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q2  | $7.14M | Sell | 
         | 
    |||||
| 
        
          
      
        2021
         Q1  | $6.24M | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q4  | $5.8M | Sell | 
         | 
    |||||
| 
        
          
      
        2020
         Q3  | $5.67M | Sell | 
         | 
    |||||
| 
        
          
      
        2020
         Q2  | $5.69M | Buy | 
         |