AI
AdvisorShares Investments’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.12M | Buy |
81,956
+1,289
| +2% | +$128K | 1.46% | 12 |
|
|
2025
Q1 | $8.39M | Buy |
80,667
+4,445
| +6% | +$463K | 1.64% | 6 |
|
|
2024
Q4 | $7.06M | Buy |
76,222
+10,178
| +15% | +$943K | 1.36% | 14 |
|
|
2024
Q3 | $6.86M | Buy |
66,044
+1,048
| +2% | +$109K | 1.32% | 16 |
|
|
2024
Q2 | $6.17M | Buy |
64,996
+4,454
| +7% | +$423K | 1.07% | 20 |
|
|
2024
Q1 | $6.01M | Buy |
60,542
+22,270
| +58% | +$2.21M | 1.01% | 12 |
|
|
2023
Q4 | $3.42M | Buy |
38,272
+4,755
| +14% | +$425K | 0.8% | 23 |
|
|
2023
Q3 | $2.69M | Buy |
33,517
+1,936
| +6% | +$155K | 0.72% | 24 |
|
|
2023
Q2 | $2.81M | Buy |
31,581
+7,744
| +32% | +$689K | 0.8% | 19 |
|
|
2023
Q1 | $2.01M | Buy |
23,837
+7,260
| +44% | +$613K | 0.63% | 20 |
|
|
2022
Q4 | $1.3M | Buy |
16,577
+451
| +3% | +$35.3K | 0.37% | 27 |
|
|
2022
Q3 | $1.03M | Hold |
16,126
| – | – | 0.28% | 37 |
|
|
2022
Q2 | $1.14M | Sell |
16,126
-242
| -1% | -$17.1K | 0.32% | 30 |
|
|
2022
Q1 | $1.26M | Buy |
16,368
+1,379
| +9% | +$106K | 0.21% | 38 |
|
|
2021
Q4 | $1.31M | Buy |
+14,989
| New | +$1.31M | 0.16% | 71 |
|