NewEdge Advisors’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 | $1.01M | Buy |
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|
2025
Q1 | $931K | Sell |
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|
2024
Q4 | $894K | Buy |
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|
2024
Q3 | $950K | Buy |
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|
2024
Q2 | $876K | Sell |
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|
2024
Q1 | $908K | Buy |
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|
2023
Q4 | $588K | Buy |
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|
2023
Q3 | $464K | Buy |
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|
2023
Q2 | $497K | Buy |
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|
2023
Q1 | $444K | Buy |
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|
2022
Q4 | $256K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $711K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $488K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $877K | Buy |
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|
2020
Q4 | $234K | Sell |
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|
2020
Q3 | $307K | Sell |
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|
2020
Q2 | $377K | Buy |
|