Advisornet Financial’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 | $8.42K | Buy |
85
+4
| +5% | +$396 | ﹤0.01% | 1508 |
|
|
2025
Q1 | $8.36K | Buy |
81
+1
| +1% | +$103 | ﹤0.01% | 1447 |
|
|
2024
Q4 | $7.41K | Sell |
80
-103
| -56% | -$9.54K | ﹤0.01% | 1371 |
|
|
2024
Q3 | $19K | Buy |
183
+4
| +2% | +$416 | ﹤0.01% | 1203 |
|
|
2024
Q2 | $17.2K | Buy |
179
+1
| +0.6% | +$96 | ﹤0.01% | 1132 |
|
|
2024
Q1 | $17.7K | Sell |
178
-162
| -48% | -$16.1K | ﹤0.01% | 1115 |
|
|
2023
Q4 | $30.4K | Buy |
340
+66
| +24% | +$5.91K | ﹤0.01% | 963 |
|
|
2023
Q3 | $22K | Sell |
274
-179
| -40% | -$14.4K | ﹤0.01% | 1001 |
|
|
2023
Q2 | $40.3K | Sell |
453
-149
| -25% | -$13.3K | ﹤0.01% | 877 |
|
|
2023
Q1 | $50.8K | Buy |
602
+13
| +2% | +$1.1K | ﹤0.01% | 795 |
|
|
2022
Q4 | $46.1K | Sell |
589
-5
| -0.8% | -$392 | ﹤0.01% | 814 |
|
|
2022
Q3 | $38K | Buy |
594
+15
| +3% | +$960 | ﹤0.01% | 918 |
|
|
2022
Q2 | $41K | Sell |
579
-167
| -22% | -$11.8K | ﹤0.01% | 921 |
|
|
2022
Q1 | $57K | Buy |
746
+164
| +28% | +$12.5K | ﹤0.01% | 918 |
|
|
2021
Q4 | $51K | Buy |
582
+5
| +0.9% | +$438 | ﹤0.01% | 1000 |
|
|
2021
Q3 | $47K | Sell |
577
-8,315
| -94% | -$677K | ﹤0.01% | 1023 |
|
|
2021
Q2 | $727K | Buy |
8,892
+259
| +3% | +$21.2K | 0.05% | 315 |
|
|
2021
Q1 | $591K | Buy |
8,633
+314
| +4% | +$21.5K | 0.04% | 337 |
|
|
2020
Q4 | $562K | Buy |
8,319
+761
| +10% | +$51.4K | 0.05% | 318 |
|
|
2020
Q3 | $472K | Buy |
7,558
+400
| +6% | +$25K | 0.04% | 342 |
|
|
2020
Q2 | $407K | Buy |
+7,158
| New | +$407K | 0.03% | 371 |
|