Advisory Services Network’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 | $362K | Buy |
4,226
+1,100
| +35% | +$94.3K | 0.01% | 1317 |
|
|
2025
Q1 | $323K | Buy |
3,126
+79
| +3% | +$8.15K | 0.01% | 1256 |
|
|
2024
Q4 | $282K | Buy |
3,047
+65
| +2% | +$6.02K | 0.01% | 1324 |
|
|
2024
Q3 | $287K | Hold |
2,982
| – | – | 0.01% | 1224 |
|
|
2024
Q2 | $287K | Sell |
2,982
-211
| -7% | -$20.3K | 0.01% | 1224 |
|
|
2024
Q1 | $317K | Buy |
3,193
+170
| +6% | +$16.9K | 0.01% | 1127 |
|
|
2023
Q4 | $271K | Sell |
3,023
-513
| -15% | -$45.9K | 0.01% | 1135 |
|
|
2023
Q3 | $284K | Buy |
3,536
+394
| +13% | +$31.6K | 0.01% | 1161 |
|
|
2023
Q2 | $280K | Buy |
3,142
+192
| +7% | +$17.1K | 0.01% | 1150 |
|
|
2023
Q1 | $249K | Sell |
2,950
-160
| -5% | -$13.5K | 0.01% | 1215 |
|
|
2022
Q4 | $244K | Sell |
3,110
-184
| -6% | -$14.4K | 0.01% | 1178 |
|
|
2022
Q3 | $210K | Sell |
3,294
-410
| -11% | -$26.1K | 0.01% | 1178 |
|
|
2022
Q2 | $262K | Sell |
3,704
-1,110
| -23% | -$78.5K | 0.01% | 1138 |
|
|
2022
Q1 | $370K | Buy |
4,814
+14
| +0.3% | +$1.08K | 0.01% | 1037 |
|
|
2021
Q4 | $417K | Sell |
4,800
-3,919
| -45% | -$340K | 0.01% | 956 |
|
|
2021
Q3 | $717K | Buy |
8,719
+364
| +4% | +$29.9K | 0.02% | 733 |
|
|
2021
Q2 | $683K | Sell |
8,355
-124
| -1% | -$10.1K | 0.02% | 750 |
|
|
2021
Q1 | $580K | Sell |
8,479
-173
| -2% | -$11.8K | 0.02% | 787 |
|
|
2020
Q4 | $585K | Buy |
8,652
+31
| +0.4% | +$2.1K | 0.02% | 684 |
|
|
2020
Q3 | $538K | Buy |
8,621
+3,565
| +71% | +$222K | 0.03% | 602 |
|
|
2020
Q2 | $287K | Buy |
+5,056
| New | +$287K | 0.02% | 810 |
|