AE Wealth Management’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 | $381K | Buy |
3,845
+433
| +13% | +$42.9K | ﹤0.01% | 1020 |
|
|
2025
Q1 | $352K | Buy |
3,412
+434
| +15% | +$44.8K | ﹤0.01% | 1030 |
|
|
2024
Q4 | $276K | Buy |
2,978
+1,004
| +51% | +$93K | ﹤0.01% | 1136 |
|
|
2024
Q3 | $205K | Sell |
1,974
-974
| -33% | -$101K | ﹤0.01% | 1175 |
|
|
2024
Q2 | $284K | Buy |
+2,948
| New | +$284K | ﹤0.01% | 1048 |
|
|
2024
Q1 | – | Sell |
-7,607
| Closed | -$674K | – | 1730 |
|
|
2023
Q4 | $674K | Sell |
7,607
-3,471
| -31% | -$308K | ﹤0.01% | 1297 |
|
|
2023
Q3 | $890K | Buy |
11,078
+1,476
| +15% | +$119K | 0.01% | 1140 |
|
|
2023
Q2 | $855K | Buy |
9,602
+220
| +2% | +$19.6K | 0.01% | 1148 |
|
|
2023
Q1 | $792K | Buy |
9,382
+611
| +7% | +$51.6K | 0.01% | 1140 |
|
|
2022
Q4 | $687K | Sell |
8,771
-90
| -1% | -$7.05K | 0.01% | 1144 |
|
|
2022
Q3 | $565K | Buy |
8,861
+270
| +3% | +$17.2K | ﹤0.01% | 1186 |
|
|
2022
Q2 | $607K | Sell |
8,591
-206
| -2% | -$14.6K | ﹤0.01% | 1099 |
|
|
2022
Q1 | $677K | Buy |
8,797
+1,018
| +13% | +$78.3K | ﹤0.01% | 1075 |
|
|
2021
Q4 | $677K | Sell |
7,779
-2,120
| -21% | -$185K | ﹤0.01% | 1127 |
|
|
2021
Q3 | $814K | Sell |
9,899
-108
| -1% | -$8.88K | 0.01% | 938 |
|
|
2021
Q2 | $818K | Sell |
10,007
-4,381
| -30% | -$358K | 0.01% | 908 |
|
|
2021
Q1 | $985K | Buy |
14,388
+4,679
| +48% | +$320K | 0.01% | 770 |
|
|
2020
Q4 | $656K | Sell |
9,709
-377
| -4% | -$25.5K | 0.01% | 865 |
|
|
2020
Q3 | $630K | Sell |
10,086
-687
| -6% | -$42.9K | 0.01% | 785 |
|
|
2020
Q2 | $613K | Buy |
+10,773
| New | +$613K | 0.01% | 782 |
|