Acropolis 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 | – | Sell |
-1,398
| Closed | -$144K | – | 285 |
|
|
2025
Q1 | $144K | Sell |
1,398
-41
| -3% | -$4.23K | 0.01% | 258 |
|
|
2024
Q4 | $133K | Hold |
1,439
| – | – | 0.01% | 279 |
|
|
2024
Q3 | $150K | Sell |
1,439
-26
| -2% | -$2.7K | 0.01% | 258 |
|
|
2024
Q2 | $141K | Buy |
1,465
+26
| +2% | +$2.5K | 0.01% | 247 |
|
|
2024
Q1 | $143K | Sell |
1,439
-26
| -2% | -$2.58K | 0.01% | 243 |
|
|
2023
Q4 | $131K | Sell |
1,465
-23
| -2% | -$2.06K | 0.01% | 258 |
|
|
2023
Q3 | $120K | Sell |
1,488
-35
| -2% | -$2.81K | 0.01% | 258 |
|
|
2023
Q2 | $136K | Hold |
1,523
| – | – | 0.01% | 232 |
|
|
2023
Q1 | $129K | Sell |
1,523
-20
| -1% | -$1.69K | 0.01% | 234 |
|
|
2022
Q4 | $121K | Sell |
1,543
-252
| -14% | -$19.7K | 0.01% | 232 |
|
|
2022
Q3 | $115K | Buy |
1,795
+1
| +0.1% | +$64 | 0.01% | 226 |
|
|
2022
Q2 | $127K | Sell |
1,794
-62
| -3% | -$4.39K | 0.01% | 220 |
|
|
2022
Q1 | $143K | Sell |
1,856
-183
| -9% | -$14.1K | 0.01% | 211 |
|
|
2021
Q4 | $178K | Buy |
2,039
+1
| +0% | +$87 | 0.02% | 201 |
|
|
2021
Q3 | $164K | Buy |
2,038
+1
| +0% | +$80 | 0.02% | 192 |
|
|
2021
Q2 | $167K | Sell |
2,037
-85
| -4% | -$6.97K | 0.02% | 198 |
|
|
2021
Q1 | $145K | Sell |
2,122
-76
| -3% | -$5.19K | 0.01% | 196 |
|
|
2020
Q4 | $148K | Buy |
2,198
+3
| +0.1% | +$202 | 0.02% | 190 |
|
|
2020
Q3 | $137K | Hold |
2,195
| – | – | 0.02% | 180 |
|
|
2020
Q2 | $125K | Buy |
+2,195
| New | +$125K | 0.02% | 176 |
|