Pinnacle Financial Partners’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.7M | Buy |
64,985
+271
| +0.4% | +$28K | 0.14% | 154 |
|
|
2024
Q4 | $6M | Hold |
64,714
| – | – | 0.12% | 162 |
|
|
2024
Q3 | $6.73M | Buy |
64,714
+60,140
| +1,315% | +$6.25M | 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% | +$193K | 0.01% | 331 |
|
|
2023
Q4 | $234K | Buy |
2,615
+2,243
| +603% | +$201K | 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% | -$3.8K | ﹤0.01% | 453 |
|
|
2022
Q4 | $32.7K | Hold |
417
| – | – | ﹤0.01% | 440 |
|
|
2022
Q3 | $27K | Buy |
417
+300
| +256% | +$19.4K | ﹤0.01% | 440 |
|
|
2022
Q2 | $8K | Sell |
117
-73
| -38% | -$4.99K | ﹤0.01% | 409 |
|
|
2022
Q1 | $15K | Sell |
190
-15
| -7% | -$1.18K | ﹤0.01% | 414 |
|
|
2021
Q4 | $18K | Hold |
205
| – | – | ﹤0.01% | 447 |
|
|
2021
Q3 | $17K | Buy |
205
+15
| +8% | +$1.24K | ﹤0.01% | 446 |
|
|
2021
Q2 | $16K | Sell |
190
-178
| -48% | -$15K | ﹤0.01% | 447 |
|
|
2021
Q1 | $25K | Sell |
368
-357
| -49% | -$24.3K | ﹤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 | +$41K | ﹤0.01% | 350 |
|