Ancora 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 | $278K | Buy |
2,806
+37
| +1% | +$3.66K | 0.01% | 648 |
|
|
2025
Q1 | $286K | Sell |
2,769
-39
| -1% | -$4.03K | 0.01% | 636 |
|
|
2024
Q4 | $260K | Buy |
2,808
+28
| +1% | +$2.59K | 0.01% | 645 |
|
|
2024
Q3 | $289K | Sell |
2,780
-64
| -2% | -$6.65K | 0.01% | 608 |
|
|
2024
Q2 | $274K | Hold |
2,844
| – | – | 0.01% | 592 |
|
|
2024
Q1 | $282K | Buy |
2,844
+1
| +0% | +$99 | 0.01% | 591 |
|
|
2023
Q4 | $254K | Buy |
2,843
+1
| +0% | +$89 | 0.01% | 608 |
|
|
2023
Q3 | $228K | Sell |
2,842
-25
| -0.9% | -$2.01K | 0.01% | 614 |
|
|
2023
Q2 | $255K | Buy |
2,867
+1
| +0% | +$89 | 0.01% | 584 |
|
|
2023
Q1 | $242K | Hold |
2,866
| – | – | 0.01% | 593 |
|
|
2022
Q4 | $224K | Sell |
2,866
-29
| -1% | -$2.27K | 0.01% | 627 |
|
|
2022
Q3 | $185K | Buy |
2,895
+1
| +0% | +$64 | 0.01% | 723 |
|
|
2022
Q2 | $205K | Hold |
2,894
| – | – | 0.01% | 728 |
|
|
2022
Q1 | $223K | Sell |
2,894
-218
| -7% | -$16.8K | 0.01% | 750 |
|
|
2021
Q4 | $271K | Sell |
3,112
-50
| -2% | -$4.35K | 0.01% | 708 |
|
|
2021
Q3 | $260K | Sell |
3,162
-142
| -4% | -$11.7K | 0.01% | 702 |
|
|
2021
Q2 | $270K | Sell |
3,304
-157
| -5% | -$12.8K | 0.01% | 682 |
|
|
2021
Q1 | $237K | Sell |
3,461
-483
| -12% | -$33.1K | 0.01% | 674 |
|
|
2020
Q4 | $266K | Sell |
3,944
-1,311
| -25% | -$88.4K | 0.01% | 565 |
|
|
2020
Q3 | $328K | Sell |
5,255
-1,522
| -22% | -$95K | 0.01% | 499 |
|
|
2020
Q2 | $385K | Buy |
+6,777
| New | +$385K | 0.02% | 461 |
|