Advisornet Financial’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.54K | Buy |
20
+16
| +400% | +$1.4K | ﹤0.01% | 1948 |
|
|
2025
Q4 | $349 | Sell |
4
-4
| -50% | -$358 | ﹤0.01% | 2122 |
|
|
2025
Q3 | $731 | Sell |
8
-77
| -91% | -$6.99K | ﹤0.01% | 2013 |
|
|
2025
Q2 | $8.42K | Buy |
85
+4
| +5% | +$386 | ﹤0.01% | 1532 |
|
|
2025
Q1 | $8.36K | Buy |
81
+1
| +1% | +$98 | ﹤0.01% | 1469 |
|
|
2024
Q4 | $7.41K | Sell |
80
-103
| -56% | -$10.3K | ﹤0.01% | 1388 |
|
|
2024
Q3 | $19K | Buy |
183
+4
| +2% | +$381 | ﹤0.01% | 1212 |
|
|
2024
Q2 | $17.2K | Buy |
179
+1
| +0.6% | +$96 | ﹤0.01% | 1143 |
|
|
2024
Q1 | $17.7K | Sell |
178
-162
| -48% | -$15K | ﹤0.01% | 1115 |
|
|
2023
Q4 | $30.4K | Buy |
340
+66
| +24% | +$5.49K | ﹤0.01% | 963 |
|
|
2023
Q3 | $22K | Sell |
274
-179
| -40% | -$15.3K | ﹤0.01% | 1001 |
|
|
2023
Q2 | $40.3K | Sell |
453
-149
| -25% | -$12.6K | ﹤0.01% | 877 |
|
|
2023
Q1 | $50.8K | Buy |
602
+13
| +2% | +$1.08K | ﹤0.01% | 795 |
|
|
2022
Q4 | $46.1K | Sell |
589
-5
| -0.8% | -$369 | ﹤0.01% | 814 |
|
|
2022
Q3 | $38K | Buy |
594
+15
| +3% | +$1.1K | ﹤0.01% | 926 |
|
|
2022
Q2 | $41K | Sell |
579
-167
| -22% | -$12.3K | ﹤0.01% | 928 |
|
|
2022
Q1 | $57K | Buy |
746
+164
| +28% | +$13.1K | ﹤0.01% | 925 |
|
|
2021
Q4 | $51K | Buy |
582
+5
| +0.9% | +$419 | ﹤0.01% | 1006 |
|
|
2021
Q3 | $47K | Sell |
577
-8,315
| -94% | -$731K | ﹤0.01% | 1027 |
|
|
2021
Q2 | $727K | Buy |
8,892
+259
| +3% | +$19.9K | 0.05% | 316 |
|
|
2021
Q1 | $591K | Buy |
8,633
+314
| +4% | +$20.5K | 0.04% | 339 |
|
|
2020
Q4 | $562K | Buy |
8,319
+761
| +10% | +$49.4K | 0.05% | 319 |
|
|
2020
Q3 | $472K | Buy |
7,558
+400
| +6% | +$24.5K | 0.04% | 343 |
|
|
2020
Q2 | $407K | Buy |
+7,158
| New | +$371K | 0.03% | 372 |
|
Other funds holding OTIS
VCM
VPM
