Williams Jones Wealth Management’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 | $595K | Sell |
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|
2025
Q2 | $662K | Sell |
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|
2025
Q1 | $690K | Sell |
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|
2024
Q4 | $632K | Hold |
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|
2024
Q3 | $709K | Sell |
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|
2024
Q2 | $770K | Hold |
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|
2024
Q1 | $794K | Sell |
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|
2023
Q4 | $804K | Buy |
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|
2023
Q3 | $685K | Hold |
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|
2023
Q2 | $760K | Sell |
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|
2023
Q1 | $788K | Hold |
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|
2022
Q4 | $731K | Sell |
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|
2022
Q3 | $598K | Sell |
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|
2022
Q2 | $663K | Buy |
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|
2022
Q1 | $556K | Buy |
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|
2021
Q4 | $376K | Sell |
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|
2021
Q3 | $362K | Hold |
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|
2021
Q2 | $359K | Sell |
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|
2021
Q1 | $318K | Sell |
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|
2020
Q4 | $333K | Sell |
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|
2020
Q3 | $546K | Buy |
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|
2020
Q2 | $497K | Buy |
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