Aberdeen Wealth Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Hold |
3,574
| – | – | 0.24% | 106 |
|
|
2025
Q1 | $369K | Hold |
3,574
| – | – | 0.25% | 101 |
|
|
2024
Q4 | $331K | Sell |
3,574
-50
| -1% | -$4.63K | 0.23% | 107 |
|
|
2024
Q3 | $377K | Sell |
3,624
-100
| -3% | -$10.4K | 0.25% | 103 |
|
|
2024
Q2 | $358K | Sell |
3,724
-250
| -6% | -$24.1K | 0.24% | 106 |
|
|
2024
Q1 | $394K | Hold |
3,974
| – | – | 0.23% | 108 |
|
|
2023
Q4 | $356K | Hold |
3,974
| – | – | 0.26% | 108 |
|
|
2023
Q3 | $319K | Hold |
3,974
| – | – | 0.24% | 107 |
|
|
2023
Q2 | $354K | Hold |
3,974
| – | – | 0.26% | 105 |
|
|
2023
Q1 | $335K | Hold |
3,974
| – | – | 0.25% | 105 |
|
|
2022
Q4 | $311K | Hold |
3,974
| – | – | 0.23% | 110 |
|
|
2022
Q3 | $254K | Hold |
3,974
| – | – | 0.22% | 115 |
|
|
2022
Q2 | $281K | Hold |
3,974
| – | – | 0.22% | 113 |
|
|
2022
Q1 | $306K | Hold |
3,974
| – | – | 0.21% | 122 |
|
|
2021
Q4 | $346K | Hold |
3,974
| – | – | 0.23% | 107 |
|
|
2021
Q3 | $327K | Sell |
3,974
-50
| -1% | -$4.11K | 0.32% | 103 |
|
|
2021
Q2 | $329K | Hold |
4,024
| – | – | 0.3% | 104 |
|
|
2021
Q1 | $275K | Hold |
4,024
| – | – | 0.22% | 122 |
|
|
2020
Q4 | $272K | Hold |
4,024
| – | – | 0.21% | 118 |
|
|
2020
Q3 | $251K | Sell |
4,024
-260
| -6% | -$16.2K | 0.24% | 110 |
|
|
2020
Q2 | $244K | Buy |
+4,284
| New | +$244K | 0.26% | 109 |
|