ALPS Advisors’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 | $4.09M | Sell |
41,293
-207
| -0.5% | -$20.5K | 0.02% | 270 |
|
|
2025
Q1 | $4.28M | Buy |
41,500
+429
| +1% | +$44.3K | 0.02% | 243 |
|
|
2024
Q4 | $3.8M | Sell |
41,071
-136
| -0.3% | -$12.6K | 0.02% | 265 |
|
|
2024
Q3 | $4.28M | Buy |
41,207
+21,664
| +111% | +$2.25M | 0.03% | 249 |
|
|
2024
Q2 | $1.88M | Hold |
19,543
| – | – | 0.01% | 349 |
|
|
2024
Q1 | $1.94M | Buy |
19,543
+256
| +1% | +$25.4K | 0.01% | 355 |
|
|
2023
Q4 | $1.73M | Buy |
19,287
+96
| +0.5% | +$8.59K | 0.01% | 358 |
|
|
2023
Q3 | $1.54M | Buy |
19,191
+2,257
| +13% | +$181K | 0.01% | 364 |
|
|
2023
Q2 | $1.51M | Sell |
16,934
-461
| -3% | -$41K | 0.01% | 373 |
|
|
2023
Q1 | $1.47M | Sell |
17,395
-918
| -5% | -$77.5K | 0.01% | 367 |
|
|
2022
Q4 | $1.43M | Sell |
18,313
-833
| -4% | -$65.2K | 0.01% | 366 |
|
|
2022
Q3 | $1.22M | Buy |
+19,146
| New | +$1.22M | 0.01% | 399 |
|