Avior Wealth Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-633
| Closed | -$58.6K | – | 1838 |
|
|
2024
Q4 | $58.6K | Sell |
633
-4
| -0.6% | -$370 | ﹤0.01% | 1087 |
|
|
2024
Q3 | $66.2K | Sell |
637
-52
| -8% | -$5.41K | ﹤0.01% | 1021 |
|
|
2024
Q2 | $66.3K | Sell |
689
-1,692
| -71% | -$163K | ﹤0.01% | 996 |
|
|
2024
Q1 | $236K | Buy |
2,381
+1,894
| +389% | +$188K | 0.01% | 660 |
|
|
2023
Q4 | $43.6K | Buy |
487
+6
| +1% | +$537 | ﹤0.01% | 754 |
|
|
2023
Q3 | $38.6K | Buy |
481
+143
| +42% | +$11.5K | ﹤0.01% | 810 |
|
|
2023
Q2 | $30.1K | Sell |
338
-51
| -13% | -$4.54K | ﹤0.01% | 861 |
|
|
2023
Q1 | $32.8K | Buy |
389
+190
| +95% | +$16K | ﹤0.01% | 866 |
|
|
2022
Q4 | $15.6K | Hold |
199
| – | – | ﹤0.01% | 789 |
|
|
2022
Q3 | $12K | Buy |
199
+51
| +34% | +$3.08K | ﹤0.01% | 829 |
|
|
2022
Q2 | $10K | Hold |
148
| – | – | ﹤0.01% | 777 |
|
|
2022
Q1 | $11K | Hold |
148
| – | – | ﹤0.01% | 821 |
|
|
2021
Q4 | $12K | Sell |
148
-105
| -42% | -$8.51K | ﹤0.01% | 784 |
|
|
2021
Q3 | $20K | Buy |
253
+170
| +205% | +$13.4K | ﹤0.01% | 665 |
|
|
2021
Q2 | $6K | Buy |
83
+20
| +32% | +$1.45K | ﹤0.01% | 806 |
|
|
2021
Q1 | $4K | Buy |
63
+59
| +1,475% | +$3.75K | ﹤0.01% | 860 |
|
|
2020
Q4 | $0 | Sell |
4
-34
| -89% | – | ﹤0.01% | 1068 |
|
|
2020
Q3 | $2K | Buy |
38
+9
| +31% | +$474 | ﹤0.01% | 830 |
|
|
2020
Q2 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 857 |
|