Stephens Inc’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
Q2 | $469K | Buy |
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|
2025
Q1 | $486K | Sell |
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|
2024
Q4 | $438K | Sell |
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|
2024
Q3 | $514K | Sell |
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|
2024
Q2 | $486K | Sell |
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|
2024
Q1 | $508K | Sell |
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|
2023
Q4 | $501K | Sell |
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|
2023
Q3 | $474K | Sell |
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|
2023
Q2 | $533K | Buy |
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|
2023
Q1 | $475K | Buy |
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|
2022
Q4 | $436K | Sell |
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|
2022
Q3 | $546K | Sell |
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|
2022
Q2 | $605K | Buy |
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|
2022
Q1 | $657K | Sell |
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|
2021
Q4 | $794K | Sell |
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|
2021
Q3 | $783K | Sell |
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|
2021
Q2 | $986K | Sell |
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|
2021
Q1 | $826K | Sell |
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|
2020
Q4 | $887K | Sell |
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|
2020
Q3 | $849K | Sell |
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|
2020
Q2 | $1.17M | Buy |
|