Private Advisor 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 | $1.69M | Sell |
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|
2025
Q2 | $2.03M | Buy |
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|
2025
Q1 | $2.06M | Sell |
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|
2024
Q4 | $1.98M | Buy |
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|
2024
Q3 | $2.16M | Sell |
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|
2024
Q2 | $2.15M | Sell |
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|
2024
Q1 | $2.28M | Sell |
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|
2023
Q4 | $2.48M | Sell |
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|
2023
Q3 | $2.23M | Buy |
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|
2023
Q2 | $2.37M | Buy |
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|
2023
Q1 | $2.17M | Buy |
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|
2022
Q4 | $269K | Sell |
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|
2022
Q3 | $1.71M | Sell |
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|
2022
Q2 | $2.42M | Buy |
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|
2022
Q1 | $2.53M | Buy |
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|
2021
Q4 | $2.8M | Sell |
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|
2021
Q3 | $3.88M | Buy |
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|
2021
Q2 | $2.73M | Buy |
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|
2021
Q1 | $2.25M | Buy |
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|
2020
Q4 | $1.82M | Sell |
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|
2020
Q3 | $1.95M | Sell |
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|
2020
Q2 | $2.06M | Buy |
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