Axa’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
$18.7M Sell
188,353
-6,817
-3% -$675K 0.05% 291
2025
Q1
$20.1M Sell
195,170
-26,309
-12% -$2.72M 0.07% 273
2024
Q4
$20.5M Buy
221,479
+27,285
+14% +$2.53M 0.06% 270
2024
Q3
$20.2M Buy
194,194
+40,659
+26% +$4.23M 0.06% 275
2024
Q2
$14.8M Sell
153,535
-14,993
-9% -$1.44M 0.04% 322
2024
Q1
$16.7M Buy
168,528
+6,085
+4% +$604K 0.05% 316
2023
Q4
$14.5M Sell
162,443
-12,552
-7% -$1.12M 0.05% 330
2023
Q3
$14.1M Buy
174,995
+19,084
+12% +$1.53M 0.05% 331
2023
Q2
$13.9M Sell
155,911
-1,876
-1% -$167K 0.05% 350
2023
Q1
$13.3M Sell
157,787
-89,829
-36% -$7.58M 0.05% 361
2022
Q4
$19.4M Buy
247,616
+95,930
+63% +$7.51M 0.07% 311
2022
Q3
$9.68M Buy
151,686
+38,496
+34% +$2.46M 0.04% 437
2022
Q2
$8M Sell
113,190
-34,926
-24% -$2.47M 0.03% 475
2022
Q1
$11.4M Sell
148,116
-41,539
-22% -$3.2M 0.03% 457
2021
Q4
$16.5M Sell
189,655
-23,066
-11% -$2.01M 0.04% 403
2021
Q3
$17.5M Buy
212,721
+5,744
+3% +$473K 0.05% 365
2021
Q2
$16.9M Sell
206,977
-7,264
-3% -$594K 0.05% 389
2021
Q1
$14.7M Sell
214,241
-850
-0.4% -$58.2K 0.04% 418
2020
Q4
$14.5M Buy
215,091
+20,133
+10% +$1.36M 0.05% 404
2020
Q3
$12.2M Buy
194,958
+145,897
+297% +$9.11M 0.04% 395
2020
Q2
$2.79M Buy
+49,061
New +$2.79M 0.01% 757