Atria Wealth Solutions’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,323
| Closed | -$240K | – | 1766 |
|
|
2025
Q1 | $240K | Sell |
2,323
-799
| -26% | -$82.5K | ﹤0.01% | 1601 |
|
|
2024
Q4 | $289K | Sell |
3,122
-1,924
| -38% | -$178K | ﹤0.01% | 1551 |
|
|
2024
Q3 | $524K | Sell |
5,046
-2,147
| -30% | -$223K | 0.01% | 1218 |
|
|
2024
Q2 | $692K | Sell |
7,193
-2,463
| -26% | -$237K | 0.01% | 1057 |
|
|
2024
Q1 | $959K | Buy |
9,656
+2,151
| +29% | +$214K | 0.01% | 922 |
|
|
2023
Q4 | $671K | Buy |
7,505
+2,042
| +37% | +$183K | 0.01% | 1046 |
|
|
2023
Q3 | $439K | Sell |
5,463
-154
| -3% | -$12.4K | 0.01% | 1185 |
|
|
2023
Q2 | $500K | Sell |
5,617
-453
| -7% | -$40.3K | 0.01% | 1157 |
|
|
2023
Q1 | $512K | Sell |
6,070
-652
| -10% | -$55K | 0.01% | 1117 |
|
|
2022
Q4 | $526K | Sell |
6,722
-294
| -4% | -$23K | 0.01% | 1050 |
|
|
2022
Q3 | $448K | Sell |
7,016
-86
| -1% | -$5.49K | 0.01% | 1077 |
|
|
2022
Q2 | $502K | Buy |
7,102
+3,988
| +128% | +$282K | 0.01% | 948 |
|
|
2022
Q1 | $240K | Buy |
+3,114
| New | +$240K | ﹤0.01% | 1455 |
|