Advisors Asset Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
10,713
+2,456
| +30% | +$243K | 0.02% | 762 |
|
|
2025
Q1 | $852K | Sell |
8,257
-488
| -6% | -$50.4K | 0.02% | 794 |
|
|
2024
Q4 | $810K | Sell |
8,745
-428
| -5% | -$39.6K | 0.01% | 799 |
|
|
2024
Q3 | $953K | Buy |
9,173
+318
| +4% | +$33.1K | 0.02% | 748 |
|
|
2024
Q2 | $852K | Buy |
8,855
+807
| +10% | +$77.7K | 0.02% | 767 |
|
|
2024
Q1 | $799K | Buy |
8,048
+1,934
| +32% | +$192K | 0.02% | 794 |
|
|
2023
Q4 | $547K | Buy |
6,114
+225
| +4% | +$20.1K | 0.01% | 869 |
|
|
2023
Q3 | $473K | Buy |
5,889
+1,300
| +28% | +$104K | 0.01% | 912 |
|
|
2023
Q2 | $408K | Buy |
4,589
+455
| +11% | +$40.5K | 0.01% | 987 |
|
|
2023
Q1 | $349K | Sell |
4,134
-191
| -4% | -$16.1K | 0.01% | 1011 |
|
|
2022
Q4 | $339K | Buy |
4,325
+218
| +5% | +$17.1K | 0.01% | 1024 |
|
|
2022
Q3 | $262K | Sell |
4,107
-16,404
| -80% | -$1.05M | 0.01% | 1083 |
|
|
2022
Q2 | $1.45M | Buy |
20,511
+494
| +2% | +$34.9K | 0.03% | 625 |
|
|
2022
Q1 | $1.54M | Sell |
20,017
-279
| -1% | -$21.5K | 0.02% | 671 |
|
|
2021
Q4 | $1.77M | Sell |
20,296
-1,057
| -5% | -$92K | 0.03% | 651 |
|
|
2021
Q3 | $1.76M | Sell |
21,353
-363
| -2% | -$29.9K | 0.03% | 628 |
|
|
2021
Q2 | $1.78M | Buy |
21,716
+6,244
| +40% | +$511K | 0.03% | 634 |
|
|
2021
Q1 | $1.06M | Sell |
15,472
-8,648
| -36% | -$592K | 0.02% | 804 |
|
|
2020
Q4 | $1.63M | Sell |
24,120
-7,899
| -25% | -$533K | 0.03% | 633 |
|
|
2020
Q3 | $2M | Sell |
32,019
-10,136
| -24% | -$633K | 0.04% | 470 |
|
|
2020
Q2 | $2.4M | Buy |
+42,155
| New | +$2.4M | 0.05% | 398 |
|