Achmea Investment 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 | $6.44M | Sell |
64,991
-4,177
| -6% | -$414K | 0.08% | 205 |
|
|
2025
Q1 | $7.14M | Buy |
69,168
+15,150
| +28% | +$1.56M | 0.1% | 194 |
|
|
2024
Q4 | $5M | Sell |
54,018
-312
| -0.6% | -$28.9K | 0.08% | 216 |
|
|
2024
Q3 | $5.65M | Buy |
54,330
+2,309
| +4% | +$240K | 0.09% | 216 |
|
|
2024
Q2 | $5.01M | Sell |
52,021
-4,263
| -8% | -$410K | 0.09% | 214 |
|
|
2024
Q1 | $5.59M | Hold |
56,284
| – | – | 0.11% | 202 |
|
|
2023
Q4 | $5.04M | Sell |
56,284
-4,164
| -7% | -$373K | 0.1% | 215 |
|
|
2023
Q3 | $4.85M | Sell |
60,448
-14,964
| -20% | -$1.2M | 0.11% | 205 |
|
|
2023
Q2 | $6.71M | Buy |
75,412
+12,003
| +19% | +$1.07M | 0.14% | 162 |
|
|
2023
Q1 | $5.35M | Sell |
63,409
-59,725
| -49% | -$5.04M | 0.16% | 160 |
|
|
2022
Q4 | $9.04M | Buy |
123,134
+61,504
| +100% | +$4.51M | 0.3% | 87 |
|
|
2022
Q3 | $3.93M | Sell |
61,630
-12,350
| -17% | -$788K | 0.14% | 170 |
|
|
2022
Q2 | $5.23M | Sell |
73,980
-6,429
| -8% | -$454K | 0.17% | 147 |
|
|
2022
Q1 | $6.19M | Buy |
+80,409
| New | +$6.19M | 0.16% | 156 |
|
|
2021
Q4 | – | Sell |
-64,001
| Closed | -$5.27M | – | 494 |
|
|
2021
Q3 | $5.27M | Buy |
64,001
+51,895
| +429% | +$4.27M | 0.16% | 180 |
|
|
2021
Q2 | $990K | Hold |
12,106
| – | – | 0.03% | 416 |
|
|
2021
Q1 | $829K | Buy |
+12,106
| New | +$829K | 0.03% | 437 |
|
|
2020
Q3 | – | Sell |
-11,413
| Closed | -$649K | – | 535 |
|
|
2020
Q2 | $649K | Buy |
+11,413
| New | +$649K | 0.02% | 245 |
|