AR Asset 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 | $708K | Sell |
7,150
-50
| -0.7% | -$4.95K | 0.16% | 84 |
|
2025
Q1 | $743K | Hold |
7,200
| – | – | 0.17% | 82 |
|
2024
Q4 | $667K | Hold |
7,200
| – | – | 0.15% | 85 |
|
2024
Q3 | $748K | Hold |
7,200
| – | – | 0.17% | 81 |
|
2024
Q2 | $693K | Hold |
7,200
| – | – | 0.17% | 81 |
|
2024
Q1 | $715K | Hold |
7,200
| – | – | 0.17% | 80 |
|
2023
Q4 | $644K | Hold |
7,200
| – | – | 0.17% | 83 |
|
2023
Q3 | $578K | Hold |
7,200
| – | – | 0.16% | 82 |
|
2023
Q2 | $641K | Hold |
7,200
| – | – | 0.17% | 80 |
|
2023
Q1 | $608K | Hold |
7,200
| – | – | 0.16% | 86 |
|
2022
Q4 | $564K | Hold |
7,200
| – | – | 0.16% | 83 |
|
2022
Q3 | $459K | Hold |
7,200
| – | – | 0.14% | 92 |
|
2022
Q2 | $509K | Hold |
7,200
| – | – | 0.14% | 93 |
|
2022
Q1 | $554K | Hold |
7,200
| – | – | 0.14% | 91 |
|
2021
Q4 | $627K | Hold |
7,200
| – | – | 0.16% | 91 |
|
2021
Q3 | $592K | Hold |
7,200
| – | – | 0.17% | 91 |
|
2021
Q2 | $589K | Hold |
7,200
| – | – | 0.16% | 92 |
|
2021
Q1 | $493K | Hold |
7,200
| – | – | 0.15% | 94 |
|
2020
Q4 | $486K | Hold |
7,200
| – | – | 0.16% | 92 |
|
2020
Q3 | $449K | Hold |
7,200
| – | – | 0.16% | 92 |
|
2020
Q2 | $409K | Buy |
+7,200
| New | +$409K | 0.16% | 96 |
|