Jones Financial Companies’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 | $2.09M | Buy |
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|
2025
Q2 | $1.92M | Buy |
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|
2025
Q1 | $1.86M | Buy |
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|
2024
Q4 | $824K | Buy |
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|
2024
Q3 | $555K | Buy |
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|
2024
Q2 | $303K | Buy |
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|
2024
Q1 | $93.5K | Buy |
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|
2023
Q4 | $8.32K | Sell |
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|
2023
Q3 | $8.99K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1K | Sell |
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|
2022
Q3 | $6K | Hold |
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|
2022
Q2 | $6K | Sell |
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|
2022
Q1 | $23K | Sell |
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|
2021
Q4 | $63K | Buy |
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|
2021
Q3 | $18K | Sell |
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|
2021
Q2 | $82K | Buy |
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|
2021
Q1 | $20K | Buy |
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|
2020
Q4 | $15K | Buy |
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