Pinnacle Financial Partners (Tennessee)’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	$7.09M	Buy	77,492 +12,721	+20%	+$1.15M	0.17%	145
2025 Q2	$6.41M	Sell	64,771 -214	-0.3%	-$20.7K	0.13%	157
2025 Q1	$6.7M	Buy	64,985 +271	+0.4%	+$26.5K	0.14%	154
2024 Q4	$6M	Hold	64,714	–	–	0.12%	162
2024 Q3	$6.73M	Buy	64,714 +60,140	+1,315%	+$5.73M	0.14%	153
2024 Q2	$441K	Buy	4,574 +16	+0.4%	+$1.54K	0.01%	336
2024 Q1	$452K	Buy	4,558 +1,943	+74%	+$180K	0.01%	331
2023 Q4	$234K	Buy	2,615 +2,243	+603%	+$187K	0.01%	391
2023 Q3	$29.9K	Hold	372	–	–	﹤0.01%	450
2023 Q2	$33.1K	Hold	372	–	–	﹤0.01%	457
2023 Q1	$31.4K	Sell	372 -45	-11%	-$3.72K	﹤0.01%	453
2022 Q4	$32.7K	Hold	417	–	–	﹤0.01%	440
2022 Q3	$27K	Buy	417 +300	+256%	+$21.9K	﹤0.01%	440
2022 Q2	$8K	Sell	117 -73	-38%	-$5.38K	﹤0.01%	409
2022 Q1	$15K	Sell	190 -15	-7%	-$1.2K	﹤0.01%	414
2021 Q4	$18K	Hold	205	–	–	﹤0.01%	447
2021 Q3	$17K	Buy	205 +15	+8%	+$1.32K	﹤0.01%	446
2021 Q2	$16K	Sell	190 -178	-48%	-$13.7K	﹤0.01%	447
2021 Q1	$25K	Sell	368 -357	-49%	-$23.3K	﹤0.01%	387
2020 Q4	$45K	Hold	725	–	–	﹤0.01%	367
2020 Q3	$45K	Hold	725	–	–	﹤0.01%	356
2020 Q2	$41K	Buy	+725	New	+$37.6K	﹤0.01%	350