Pinnacle Associates’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Sell |
19,066
-80
| -0.4% | -$7.92K | 0.03% | 385 |
|
|
2025
Q1 | $1.98M | Buy |
19,146
+1,017
| +6% | +$105K | 0.03% | 378 |
|
|
2024
Q4 | $1.68M | Sell |
18,129
-1,991
| -10% | -$184K | 0.02% | 396 |
|
|
2024
Q3 | $1.8M | Buy |
20,120
+1,788
| +10% | +$160K | 0.03% | 372 |
|
|
2024
Q2 | $1.76M | Sell |
18,332
-1,085
| -6% | -$104K | 0.03% | 384 |
|
|
2024
Q1 | $1.93M | Sell |
19,417
-703
| -3% | -$69.8K | 0.03% | 376 |
|
|
2023
Q4 | $1.8M | Buy |
20,120
+277
| +1% | +$24.8K | 0.03% | 377 |
|
|
2023
Q3 | $1.59M | Sell |
19,843
-1,244
| -6% | -$99.9K | 0.03% | 384 |
|
|
2023
Q2 | $1.88M | Buy |
21,087
+11,726
| +125% | +$1.04M | 0.03% | 368 |
|
|
2023
Q1 | $790K | Buy |
9,361
+627
| +7% | +$52.9K | 0.02% | 450 |
|
|
2022
Q4 | $684K | Buy |
8,734
+567
| +7% | +$44.4K | 0.01% | 457 |
|
|
2022
Q3 | $521K | Buy |
8,167
+455
| +6% | +$29K | 0.01% | 490 |
|
|
2022
Q2 | $545K | Sell |
7,712
-75
| -1% | -$5.3K | 0.01% | 505 |
|
|
2022
Q1 | $599K | Sell |
7,787
-137
| -2% | -$10.5K | 0.01% | 518 |
|
|
2021
Q4 | $690K | Buy |
7,924
+1,504
| +23% | +$131K | 0.01% | 510 |
|
|
2021
Q3 | $528K | Sell |
6,420
-705
| -10% | -$58K | 0.01% | 542 |
|
|
2021
Q2 | $583K | Sell |
7,125
-328
| -4% | -$26.8K | 0.01% | 526 |
|
|
2021
Q1 | $510K | Sell |
7,453
-186
| -2% | -$12.7K | 0.01% | 526 |
|
|
2020
Q4 | $516K | Sell |
7,639
-94
| -1% | -$6.35K | 0.01% | 509 |
|
|
2020
Q3 | $483K | Sell |
7,733
-951
| -11% | -$59.4K | 0.01% | 492 |
|
|
2020
Q2 | $494K | Buy |
+8,684
| New | +$494K | 0.01% | 493 |
|