Allstate Corporation’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 | – | Sell |
-10,019
| Closed | -$1.03M | – | 456 |
|
2025
Q1 | $1.03M | Sell |
10,019
-2,309
| -19% | -$238K | 0.03% | 339 |
|
2024
Q4 | $1.14M | Buy |
+12,328
| New | +$1.14M | 0.03% | 284 |
|
2023
Q1 | – | Sell |
-23,207
| Closed | -$1.82M | – | 460 |
|
2022
Q4 | $1.82M | Buy |
23,207
+146
| +0.6% | +$11.4K | 0.06% | 208 |
|
2022
Q3 | $1.47M | Buy |
23,061
+5,702
| +33% | +$364K | 0.04% | 246 |
|
2022
Q2 | $1.23M | Buy |
17,359
+7,675
| +79% | +$542K | 0.04% | 283 |
|
2022
Q1 | $745K | Sell |
9,684
-25,564
| -73% | -$1.97M | 0.02% | 452 |
|
2021
Q4 | $3.07M | Buy |
35,248
+25,564
| +264% | +$2.23M | 0.06% | 294 |
|
2021
Q3 | $797K | Sell |
9,684
-1
| -0% | -$82 | 0.03% | 360 |
|
2021
Q2 | $792K | Hold |
9,685
| – | – | 0.03% | 374 |
|
2021
Q1 | $663K | Buy |
9,685
+820
| +9% | +$56.1K | 0.02% | 450 |
|
2020
Q4 | $599K | Hold |
8,865
| – | – | 0.02% | 429 |
|
2020
Q3 | $553K | Buy |
8,865
+4,736
| +115% | +$295K | 0.02% | 384 |
|
2020
Q2 | $235K | Buy |
+4,129
| New | +$235K | 0.01% | 633 |
|