Bank of Montreal’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 | $26.6M | Sell |
268,663
-507,588
| -65% | -$50.3M | 0.01% | 581 |
|
|
2025
Q1 | $80.1M | Buy |
776,251
+370,669
| +91% | +$38.3M | 0.04% | 286 |
|
|
2024
Q4 | $37.6M | Sell |
405,582
-4,210
| -1% | -$390K | 0.02% | 495 |
|
|
2024
Q3 | $42.8M | Buy |
409,792
+28,436
| +7% | +$2.97M | 0.02% | 495 |
|
|
2024
Q2 | $36.8M | Buy |
381,356
+2,245
| +0.6% | +$217K | 0.01% | 535 |
|
|
2024
Q1 | $37.9M | Sell |
379,111
-69,136
| -15% | -$6.9M | 0.01% | 494 |
|
|
2023
Q4 | $40.4M | Buy |
448,247
+102,606
| +30% | +$9.25M | 0.01% | 494 |
|
|
2023
Q3 | $29.2M | Buy |
345,641
+64,736
| +23% | +$5.47M | 0.01% | 536 |
|
|
2023
Q2 | $25.1M | Sell |
280,905
-2,574
| -0.9% | -$230K | 0.01% | 588 |
|
|
2023
Q1 | $24.3M | Sell |
283,479
-164,893
| -37% | -$14.1M | 0.01% | 563 |
|
|
2022
Q4 | $35.6M | Buy |
448,372
+198,217
| +79% | +$15.7M | 0.02% | 444 |
|
|
2022
Q3 | $16.2K | Sell |
250,155
-51,570
| -17% | -$3.33K | 0.01% | 667 |
|
|
2022
Q2 | $22.7K | Buy |
301,725
+55,086
| +22% | +$4.15K | 0.01% | 602 |
|
|
2022
Q1 | $19.2M | Sell |
246,639
-309,073
| -56% | -$24M | 0.01% | 711 |
|
|
2021
Q4 | $48M | Buy |
555,712
+115,994
| +26% | +$10M | 0.03% | 438 |
|
|
2021
Q3 | $36.6M | Sell |
439,718
-116,948
| -21% | -$9.74M | 0.02% | 606 |
|
|
2021
Q2 | $45.7M | Sell |
556,666
-25,069
| -4% | -$2.06M | 0.02% | 516 |
|
|
2021
Q1 | $40.4M | Sell |
581,735
-163,478
| -22% | -$11.3M | 0.03% | 433 |
|
|
2020
Q4 | $49.5M | Buy |
745,213
+191,405
| +35% | +$12.7M | 0.03% | 395 |
|
|
2020
Q3 | $35.4M | Buy |
553,808
+149,097
| +37% | +$9.52M | 0.03% | 393 |
|
|
2020
Q2 | $22.7M | Buy |
+404,711
| New | +$22.7M | 0.02% | 505 |
|