Arkadios Wealth 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 | $744K | Buy |
7,514
+1,333
| +22% | +$132K | 0.02% | 684 |
|
|
2025
Q1 | $638K | Buy |
6,181
+3,185
| +106% | +$329K | 0.02% | 616 |
|
|
2024
Q4 | $277K | Buy |
2,996
+499
| +20% | +$46.2K | 0.02% | 744 |
|
|
2024
Q3 | $260K | Buy |
+2,497
| New | +$260K | 0.01% | 762 |
|
|
2022
Q1 | – | Sell |
-7,462
| Closed | -$650K | – | 608 |
|
|
2021
Q4 | $650K | Sell |
7,462
-2,392
| -24% | -$208K | 0.09% | 270 |
|
|
2021
Q3 | $810K | Sell |
9,854
-3,179
| -24% | -$261K | 0.12% | 197 |
|
|
2021
Q2 | $1.07M | Buy |
13,033
+12,056
| +1,234% | +$985K | 0.13% | 182 |
|
|
2021
Q1 | $66K | Buy |
977
+197
| +25% | +$13.3K | 0.01% | 620 |
|
|
2020
Q4 | $52K | Buy |
780
+112
| +17% | +$7.47K | 0.01% | 554 |
|
|
2020
Q3 | $43.4K | Sell |
668
-10
| -1% | -$650 | 0.02% | 443 |
|
|
2020
Q2 | $38.9K | Buy |
+678
| New | +$38.9K | 0.02% | 410 |
|