Avantax Advisory Services’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 | $2.19M | Buy |
22,133
+3,159
| +17% | +$313K | 0.01% | 754 |
|
|
2025
Q1 | $1.96M | Sell |
18,974
-12,446
| -40% | -$1.28M | 0.01% | 753 |
|
|
2024
Q4 | $2.91M | Buy |
31,420
+1,115
| +4% | +$103K | 0.02% | 571 |
|
|
2024
Q3 | $3.15M | Buy |
30,305
+138
| +0.5% | +$14.3K | 0.02% | 524 |
|
|
2024
Q2 | $2.9M | Buy |
30,167
+7,148
| +31% | +$688K | 0.02% | 538 |
|
|
2024
Q1 | $2.29M | Hold |
23,019
| – | – | 0.02% | 507 |
|
|
2023
Q4 | $2.06M | Sell |
23,019
-1,203
| -5% | -$108K | 0.02% | 492 |
|
|
2023
Q3 | $1.95M | Sell |
24,222
-474
| -2% | -$38.1K | 0.02% | 466 |
|
|
2023
Q2 | $2.2M | Sell |
24,696
-710
| -3% | -$63.2K | 0.03% | 430 |
|
|
2023
Q1 | $2.14M | Buy |
25,406
+12,258
| +93% | +$1.03M | 0.03% | 422 |
|
|
2022
Q4 | $1.03M | Sell |
13,148
-150
| -1% | -$11.7K | 0.01% | 627 |
|
|
2022
Q3 | $848K | Buy |
13,298
+4,183
| +46% | +$267K | 0.01% | 606 |
|
|
2022
Q2 | $644K | Buy |
9,115
+163
| +2% | +$11.5K | 0.01% | 680 |
|
|
2022
Q1 | $691K | Buy |
8,952
+960
| +12% | +$74.1K | 0.01% | 667 |
|
|
2021
Q4 | $696K | Buy |
7,992
+374
| +5% | +$32.6K | 0.01% | 640 |
|
|
2021
Q3 | $619K | Buy |
7,618
+982
| +15% | +$79.8K | 0.01% | 635 |
|
|
2021
Q2 | $535K | Buy |
6,636
+385
| +6% | +$31K | 0.01% | 687 |
|
|
2021
Q1 | $429K | Sell |
6,251
-216
| -3% | -$14.8K | 0.01% | 670 |
|
|
2020
Q4 | $434K | Sell |
6,467
-4,522
| -41% | -$303K | 0.01% | 596 |
|
|
2020
Q3 | $682K | Buy |
10,989
+2,446
| +29% | +$152K | 0.01% | 686 |
|
|
2020
Q2 | $482K | Buy |
+8,543
| New | +$482K | 0.01% | 490 |
|