Resonant Capital Advisors’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 | $346K | Sell |
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|
2025
Q2 | $398K | Buy |
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|
2025
Q1 | $382K | Buy |
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|
2024
Q4 | $320K | Buy |
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|
2024
Q3 | $348K | Sell |
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|
2024
Q2 | $330K | Buy |
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|
2024
Q1 | $325K | Buy |
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|
2023
Q4 | $287K | Buy |
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|
2023
Q3 | $257K | Sell |
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|
2023
Q2 | $344K | Buy |
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|
2023
Q1 | $325K | Sell |
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|
2022
Q4 | $305K | Buy |
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|
2022
Q3 | $203K | Buy |
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|
2022
Q2 | $224K | Buy |
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|
2022
Q1 | $233K | Buy |
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|
2021
Q4 | $263K | Buy |
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|
2021
Q3 | $243K | Buy |
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|
2021
Q2 | $237K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $200K | Buy |
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