Raymond James & Associates’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$17.4M	Sell	167,238 -15,699	-9%	-$1.5M	0.01%	905
2024 Q2	$17.6M	Sell	182,937 -5,103	-3%	-$492K	0.01%	842
2024 Q1	$18.7M	Sell	188,040 -10,068	-5%	-$931K	0.01%	812
2023 Q4	$17.7M	Sell	198,108 -22,691	-10%	-$1.89M	0.01%	793
2023 Q3	$17.7M	Sell	220,799 -8,036	-4%	-$687K	0.01%	737
2023 Q2	$20.4M	Sell	228,835 -3,093	-1%	-$261K	0.02%	679
2023 Q1	$19.6M	Sell	231,928 -4,241	-2%	-$351K	0.02%	685
2022 Q4	$18.5M	Sell	236,169 -61,074	-21%	-$4.51M	0.02%	705
2022 Q3	$19M	Buy	297,243 +18,220	+7%	+$1.33M	0.02%	631
2022 Q2	$19.7M	Buy	279,023 +53,237	+24%	+$3.92M	0.02%	617
2022 Q1	$17.4M	Sell	225,786 -16,115	-7%	-$1.29M	0.01%	767
2021 Q4	$21.1M	Sell	241,901 -26,557	-10%	-$2.22M	0.02%	718
2021 Q3	$22.1M	Buy	268,458 +1,783	+0.7%	+$157K	0.02%	650
2021 Q2	$21.8M	Buy	266,675 +16,876	+7%	+$1.3M	0.02%	672
2021 Q1	$17.1M	Sell	249,799 -41,247	-14%	-$2.7M	0.02%	738
2020 Q4	$19.7M	Sell	291,046 -1,630	-0.6%	-$106K	0.02%	622
2020 Q3	$18.3M	Sell	292,676 -11,486	-4%	-$703K	0.02%	576
2020 Q2	$17.3M	Buy	+304,162	New	+$15.8M	0.02%	577