Atria Investments’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 | $1.18M | Sell |
11,942
-1,989
| -14% | -$197K | 0.01% | 953 |
|
|
2025
Q1 | $1.44M | Buy |
13,931
+782
| +6% | +$80.7K | 0.02% | 854 |
|
|
2024
Q4 | $1.22M | Buy |
13,149
+2,304
| +21% | +$213K | 0.02% | 880 |
|
|
2024
Q3 | $1.13M | Sell |
10,845
-241
| -2% | -$25K | 0.01% | 910 |
|
|
2024
Q2 | $1.07M | Sell |
11,086
-582
| -5% | -$56K | 0.01% | 898 |
|
|
2024
Q1 | $1.16M | Sell |
11,668
-253
| -2% | -$25.1K | 0.02% | 891 |
|
|
2023
Q4 | $1.07M | Buy |
+11,921
| New | +$1.07M | 0.02% | 870 |
|
|
2021
Q2 | – | Sell |
-29,332
| Closed | -$2.01M | – | 783 |
|
|
2021
Q1 | $2.01M | Sell |
29,332
-251
| -0.8% | -$17.2K | 0.04% | 452 |
|
|
2020
Q4 | $2M | Buy |
+29,583
| New | +$2M | 0.05% | 414 |
|