Pinnacle Associates’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 | $1.75M | Buy |
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|
2025
Q2 | $1.89M | Sell |
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|
2025
Q1 | $1.98M | Buy |
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|
2024
Q4 | $1.68M | Sell |
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|
2024
Q3 | $1.8M | Buy |
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|
2024
Q2 | $1.76M | Sell |
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|
2024
Q1 | $1.93M | Sell |
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|
2023
Q4 | $1.8M | Buy |
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|
2023
Q3 | $1.59M | Sell |
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|
2023
Q2 | $1.88M | Buy |
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|
2023
Q1 | $790K | Buy |
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|
2022
Q4 | $684K | Buy |
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|
2022
Q3 | $521K | Buy |
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|
2022
Q2 | $545K | Sell |
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|
2022
Q1 | $599K | Sell |
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|
2021
Q4 | $690K | Buy |
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|
2021
Q3 | $528K | Sell |
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|
2021
Q2 | $583K | Sell |
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|
2021
Q1 | $510K | Sell |
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|
2020
Q4 | $516K | Sell |
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|
2020
Q3 | $483K | Sell |
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|
2020
Q2 | $494K | Buy |
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