Oppenheimer & Co’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 | $755K | Sell |
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|
2025
Q2 | $822K | Sell |
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|
2025
Q1 | $857K | Sell |
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|
2024
Q4 | $898K | Buy |
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|
2024
Q3 | $973K | Sell |
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|
2024
Q2 | $938K | Sell |
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|
2024
Q1 | $968K | Sell |
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|
2023
Q4 | $911K | Sell |
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|
2023
Q3 | $824K | Buy |
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|
2023
Q2 | $880K | Buy |
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|
2023
Q1 | $809K | Sell |
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|
2022
Q4 | $817K | Buy |
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|
2022
Q3 | $625K | Sell |
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|
2022
Q2 | $886K | Buy |
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|
2022
Q1 | $848K | Buy |
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|
2021
Q4 | $944K | Sell |
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|
2021
Q3 | $936K | Buy |
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|
2021
Q2 | $883K | Sell |
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|
2021
Q1 | $761K | Sell |
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|
2020
Q4 | $802K | Sell |
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|
2020
Q3 | $842K | Sell |
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|
2020
Q2 | $928K | Buy |
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