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 |
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|
2025
Q2 | $6.41M | Sell |
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|
2025
Q1 | $6.7M | Buy |
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|
2024
Q4 | $6M | Hold |
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|
2024
Q3 | $6.73M | Buy |
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|
2024
Q2 | $441K | Buy |
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|
2024
Q1 | $452K | Buy |
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|
2023
Q4 | $234K | Buy |
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|
2023
Q3 | $29.9K | Hold |
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|
2023
Q2 | $33.1K | Hold |
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|
2023
Q1 | $31.4K | Sell |
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|
2022
Q4 | $32.7K | Hold |
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|
2022
Q3 | $27K | Buy |
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|
2022
Q2 | $8K | Sell |
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|
2022
Q1 | $15K | Sell |
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|
2021
Q4 | $18K | Hold |
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|
2021
Q3 | $17K | Buy |
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|
2021
Q2 | $16K | Sell |
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|
2021
Q1 | $25K | Sell |
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|
2020
Q4 | $45K | Hold |
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|
2020
Q3 | $45K | Hold |
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|
2020
Q2 | $41K | Buy |
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