B. Metzler seel. Sohn & Co’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 | $3.92M | Buy |
39,544
+4,738
| +14% | +$469K | 0.04% | 236 |
|
|
2025
Q1 | $3.59M | Buy |
34,806
+1,823
| +6% | +$188K | 0.04% | 233 |
|
|
2024
Q4 | $3.05M | Sell |
32,983
-197,819
| -86% | -$18.3M | 0.03% | 266 |
|
|
2024
Q3 | $24M | Buy |
230,802
+19,391
| +9% | +$2.02M | 0.24% | 65 |
|
|
2024
Q2 | $20.4M | Sell |
211,411
-1,833
| -0.9% | -$176K | 0.2% | 67 |
|
|
2024
Q1 | $21.2M | Buy |
213,244
+2,083
| +1% | +$207K | 0.23% | 64 |
|
|
2023
Q4 | $18.9M | Sell |
211,161
-58,693
| -22% | -$5.25M | 0.24% | 62 |
|
|
2023
Q3 | $21.7M | Sell |
269,854
-24,646
| -8% | -$1.98M | 0.33% | 53 |
|
|
2023
Q2 | $26.2M | Buy |
294,500
+5,896
| +2% | +$525K | 0.35% | 50 |
|
|
2023
Q1 | $24.4M | Sell |
288,604
-20,550
| -7% | -$1.73M | 0.38% | 50 |
|
|
2022
Q4 | $24.2M | Buy |
309,154
+17,073
| +6% | +$1.34M | 0.41% | 45 |
|
|
2022
Q3 | $18.6M | Sell |
292,081
-4,240
| -1% | -$271K | 0.34% | 52 |
|
|
2022
Q2 | $20.9M | Buy |
296,321
+7,550
| +3% | +$534K | 0.34% | 53 |
|
|
2022
Q1 | $22.2M | Buy |
288,771
+27,300
| +10% | +$2.1M | 0.3% | 59 |
|
|
2021
Q4 | $22.6M | Buy |
261,471
+62,123
| +31% | +$5.36M | 0.29% | 61 |
|
|
2021
Q3 | $16.4M | Buy |
199,348
+27,850
| +16% | +$2.29M | 0.24% | 70 |
|
|
2021
Q2 | $14M | Buy |
171,498
+6,246
| +4% | +$511K | 0.21% | 77 |
|
|
2021
Q1 | $11.3M | Sell |
165,252
-2,952
| -2% | -$202K | 0.19% | 84 |
|
|
2020
Q4 | $11.8M | Buy |
+168,204
| New | +$11.8M | 0.22% | 83 |
|