SVB Wealth’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 | – | Sell |
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|
2025
Q1 | $340K | Sell |
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|
2024
Q4 | $337K | Buy |
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $382K | Sell |
|
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|
2024
Q1 | $442K | Sell |
|
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|
2023
Q4 | $424K | Buy |
|
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|
2023
Q3 | $380K | Sell |
|
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|
2023
Q2 | $498K | Sell |
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|
2023
Q1 | $518K | Sell |
|
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|
2022
Q4 | $833K | Sell |
|
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|
2022
Q3 | $744K | Buy |
|
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|
2022
Q2 | $621K | Sell |
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|
2022
Q1 | $732K | Buy |
|
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|
2021
Q4 | $812K | Sell |
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|
2021
Q3 | $989K | Sell |
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|
2021
Q2 | $1.24M | Sell |
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|
2021
Q1 | $1.05M | Sell |
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|
2020
Q4 | $1.21M | Sell |
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|
2020
Q3 | $1.17M | Sell |
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|
2020
Q2 | $1.14M | Buy |
|