Principal Financial Group’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 | $39.5M | Sell |
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|
2025
Q2 | $43.4M | Sell |
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|
2025
Q1 | $49.2M | Buy |
|
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|
2024
Q4 | $42.8M | Sell |
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|
2024
Q3 | $49M | Buy |
|
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|
2024
Q2 | $44.7M | Sell |
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|
2024
Q1 | $46.5M | Buy |
|
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|
2023
Q4 | $41.7M | Sell |
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|
2023
Q3 | $38.4M | Sell |
|
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|
2023
Q2 | $43.9M | Sell |
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|
2023
Q1 | $43.4M | Buy |
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|
2022
Q4 | $40M | Sell |
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|
2022
Q3 | $34.4M | Sell |
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|
2022
Q2 | $40.2M | Buy |
|
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|
2022
Q1 | $40.4M | Buy |
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|
2021
Q4 | $45.1M | Sell |
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|
2021
Q3 | $44.1M | Buy |
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|
2021
Q2 | $43.6M | Buy |
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|
2021
Q1 | $35.5M | Sell |
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|
2020
Q4 | $37.5M | Sell |
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|
2020
Q3 | $36.1M | Sell |
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|
2020
Q2 | $34.7M | Buy |
|