Arax Advisory Partners’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 | $158K | Sell |
1,596
-128
| -7% | -$12.7K | 0.01% | 747 |
|
|
2025
Q1 | $178K | Buy |
1,724
+1,105
| +179% | +$114K | 0.01% | 559 |
|
|
2024
Q4 | $57.5K | Buy |
619
+192
| +45% | +$17.8K | ﹤0.01% | 859 |
|
|
2024
Q3 | $44.4K | Sell |
427
-35
| -8% | -$3.64K | ﹤0.01% | 764 |
|
|
2024
Q2 | $44.5K | Buy |
462
+37
| +9% | +$3.56K | ﹤0.01% | 704 |
|
|
2024
Q1 | $42.2K | Buy |
425
+6
| +1% | +$596 | ﹤0.01% | 532 |
|
|
2023
Q4 | $37.5K | Buy |
419
+1
| +0.2% | +$89 | ﹤0.01% | 536 |
|
|
2023
Q3 | $33.6K | Buy |
418
+1
| +0.2% | +$80 | ﹤0.01% | 512 |
|
|
2023
Q2 | $37.1K | Buy |
417
+1
| +0.2% | +$89 | ﹤0.01% | 497 |
|
|
2023
Q1 | $35.1K | Buy |
416
+1
| +0.2% | +$84 | ﹤0.01% | 509 |
|
|
2022
Q4 | $32.5K | Buy |
415
+1
| +0.2% | +$78 | ﹤0.01% | 500 |
|
|
2022
Q3 | $26K | Hold |
414
| – | – | ﹤0.01% | 530 |
|
|
2022
Q2 | $29K | Hold |
414
| – | – | ﹤0.01% | 510 |
|
|
2022
Q1 | $32K | Hold |
414
| – | – | ﹤0.01% | 520 |
|
|
2021
Q4 | $36K | Hold |
414
| – | – | ﹤0.01% | 498 |
|
|
2021
Q3 | $34K | Hold |
414
| – | – | ﹤0.01% | 495 |
|
|
2021
Q2 | $34K | Buy |
+414
| New | +$34K | ﹤0.01% | 516 |
|
|
2020
Q4 | $28K | Hold |
414
| – | – | ﹤0.01% | 473 |
|
|
2020
Q3 | $26K | Hold |
414
| – | – | ﹤0.01% | 452 |
|
|
2020
Q2 | $24K | Buy |
+414
| New | +$24K | ﹤0.01% | 454 |
|