AIM
Aigen Investment Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.57M | Buy |
+46,150
| New | +$4.57M | 0.63% | 17 |
|
|
2024
Q2 | – | Sell |
-4,067
| Closed | -$404K | – | 958 |
|
|
2024
Q1 | $404K | Buy |
+4,067
| New | +$404K | 0.09% | 344 |
|
|
2023
Q4 | – | Sell |
-26,059
| Closed | -$2.09M | – | 1003 |
|
|
2023
Q3 | $2.09M | Buy |
+26,059
| New | +$2.09M | 0.39% | 35 |
|
|
2022
Q1 | – | Sell |
-26,900
| Closed | -$2.28M | – | 931 |
|
|
2021
Q4 | $2.28M | Sell |
26,900
-2,726
| -9% | -$231K | 0.14% | 195 |
|
|
2021
Q3 | $2.44M | Buy |
+29,626
| New | +$2.44M | 0.47% | 57 |
|
|
2021
Q2 | – | Sell |
-25,686
| Closed | -$1.76M | – | 663 |
|
|
2021
Q1 | $1.76M | Buy |
+25,686
| New | +$1.76M | 0.23% | 101 |
|
|
2020
Q4 | – | Sell |
-12,194
| Closed | -$761K | – | 971 |
|
|
2020
Q3 | $761K | Buy |
+12,194
| New | +$761K | 0.1% | 319 |
|