Northwestern Mutual Wealth Management’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 | $3.91M | Buy |
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|
2025
Q2 | $3.7M | Buy |
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|
2025
Q1 | $3.63M | Buy |
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|
2024
Q4 | $2.67M | Buy |
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|
2024
Q3 | $2.76M | Sell |
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|
2024
Q2 | $5.82M | Buy |
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|
2024
Q1 | $5.65M | Buy |
|
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|
2023
Q4 | $4.45M | Buy |
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|
2023
Q3 | $2.99M | Buy |
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|
2023
Q2 | $1.39M | Buy |
|
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|
2023
Q1 | $1.28M | Buy |
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|
2022
Q4 | $1.12M | Buy |
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|
2022
Q3 | $898K | Sell |
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|
2022
Q2 | $1.14M | Buy |
|
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|
2022
Q1 | $1.02M | Sell |
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|
2021
Q4 | $1.17M | Buy |
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|
2021
Q3 | $1.09M | Buy |
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|
2021
Q2 | $1.04M | Sell |
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|
2021
Q1 | $907K | Buy |
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|
2020
Q4 | $827K | Buy |
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|
2020
Q3 | $752K | Sell |
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|
2020
Q2 | $734K | Buy |
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