Asset Management One’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 | $16.3M | Buy |
164,439
+4,007
| +2% | +$397K | 0.05% | 321 |
|
|
2025
Q1 | $16.6M | Buy |
160,432
+9,817
| +7% | +$1.01M | 0.06% | 313 |
|
|
2024
Q4 | $14.1M | Buy |
150,615
+2,807
| +2% | +$263K | 0.05% | 347 |
|
|
2024
Q3 | $15.4M | Sell |
147,808
-939
| -0.6% | -$97.6K | 0.05% | 325 |
|
|
2024
Q2 | $14.3M | Sell |
148,747
-6,345
| -4% | -$611K | 0.05% | 319 |
|
|
2024
Q1 | $15.4M | Sell |
155,092
-5,653
| -4% | -$561K | 0.06% | 318 |
|
|
2023
Q4 | $14.4M | Sell |
160,745
-3,321
| -2% | -$298K | 0.06% | 333 |
|
|
2023
Q3 | $13.2M | Buy |
164,066
+1,618
| +1% | +$130K | 0.06% | 331 |
|
|
2023
Q2 | $14.5M | Sell |
162,448
-5,814
| -3% | -$518K | 0.06% | 330 |
|
|
2023
Q1 | $14.2M | Buy |
168,262
+983
| +0.6% | +$83K | 0.06% | 322 |
|
|
2022
Q4 | $13.2M | Sell |
167,279
-6,179
| -4% | -$488K | 0.06% | 328 |
|
|
2022
Q3 | $11.1M | Sell |
173,458
-1,187
| -0.7% | -$75.7K | 0.06% | 362 |
|
|
2022
Q2 | $12.3M | Buy |
174,645
+5,019
| +3% | +$355K | 0.06% | 342 |
|
|
2022
Q1 | $13.1M | Sell |
169,626
-9,905
| -6% | -$762K | 0.05% | 376 |
|
|
2021
Q4 | $15.6M | Sell |
179,531
-4,255
| -2% | -$369K | 0.05% | 361 |
|
|
2021
Q3 | $15.1M | Sell |
183,786
-6,517
| -3% | -$536K | 0.06% | 347 |
|
|
2021
Q2 | $15.6M | Sell |
190,303
-2,699
| -1% | -$221K | 0.06% | 349 |
|
|
2021
Q1 | $13.2M | Sell |
193,002
-9,248
| -5% | -$633K | 0.05% | 378 |
|
|
2020
Q4 | $13.3M | Sell |
202,250
-189
| -0.1% | -$12.4K | 0.05% | 363 |
|
|
2020
Q3 | $12.6M | Sell |
202,439
-5,737
| -3% | -$358K | 0.06% | 329 |
|
|
2020
Q2 | $11.8M | Buy |
+208,176
| New | +$11.8M | 0.06% | 338 |
|