B. Riley Wealth Advisors’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 | $369K | Buy |
+3,730
| New | +$369K | 0.02% | 625 |
|
|
2024
Q4 | $464K | Sell |
5,015
-1,652
| -25% | -$153K | 0.02% | 719 |
|
|
2024
Q3 | $694K | Sell |
6,667
-4
| -0.1% | -$416 | 0.02% | 611 |
|
|
2024
Q2 | $642K | Sell |
6,671
-1,374
| -17% | -$132K | 0.02% | 700 |
|
|
2024
Q1 | $646K | Buy |
8,045
+1,068
| +15% | +$85.8K | 0.02% | 674 |
|
|
2023
Q4 | $624K | Sell |
6,977
-1,068
| -13% | -$95.6K | 0.02% | 706 |
|
|
2023
Q3 | $646K | Buy |
8,045
+2,732
| +51% | +$219K | 0.02% | 674 |
|
|
2023
Q2 | $473K | Sell |
5,313
-516
| -9% | -$45.9K | 0.01% | 881 |
|
|
2023
Q1 | $492K | Sell |
5,829
-1,717
| -23% | -$145K | 0.01% | 806 |
|
|
2022
Q4 | $591K | Buy |
7,546
+20
| +0.3% | +$1.57K | 0.02% | 724 |
|
|
2022
Q3 | $482K | Buy |
7,526
+1,354
| +22% | +$86.7K | 0.01% | 771 |
|
|
2022
Q2 | $438K | Sell |
6,172
-1,286
| -17% | -$91.3K | 0.02% | 717 |
|
|
2022
Q1 | $575K | Sell |
7,458
-524
| -7% | -$40.4K | 0.02% | 680 |
|
|
2021
Q4 | $696K | Sell |
7,982
-528
| -6% | -$46K | 0.02% | 654 |
|
|
2021
Q3 | $701K | Buy |
8,510
+71
| +0.8% | +$5.85K | 0.02% | 644 |
|
|
2021
Q2 | $689K | Buy |
8,439
+75
| +0.9% | +$6.12K | 0.02% | 644 |
|
|
2021
Q1 | $573K | Buy |
8,364
+3,145
| +60% | +$215K | 0.02% | 671 |
|
|
2020
Q4 | $353K | Sell |
5,219
-2,383
| -31% | -$161K | 0.02% | 669 |
|
|
2020
Q3 | $462K | Buy |
7,602
+1,789
| +31% | +$109K | 0.02% | 559 |
|
|
2020
Q2 | $332K | Buy |
+5,813
| New | +$332K | 0.02% | 598 |
|