Banque Cantonale Vaudoise’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 | $479K | Sell |
4,845
-2,812
| -37% | -$278K | 0.02% | 443 |
|
|
2025
Q1 | $790K | Buy |
+7,657
| New | +$790K | 0.03% | 394 |
|
|
2024
Q3 | – | Sell |
-4,077
| Closed | -$392K | – | 942 |
|
|
2024
Q2 | $392K | Buy |
+4,077
| New | +$392K | 0.02% | 476 |
|
|
2024
Q1 | – | Sell |
-2,207
| Closed | -$197K | – | 1048 |
|
|
2023
Q4 | $197K | Sell |
2,207
-3,430
| -61% | -$306K | 0.01% | 578 |
|
|
2023
Q3 | $452K | Sell |
5,637
-1,128
| -17% | -$90.4K | 0.02% | 498 |
|
|
2023
Q2 | $602K | Hold |
6,765
| – | – | 0.03% | 451 |
|
|
2023
Q1 | $571K | Hold |
6,765
| – | – | 0.03% | 422 |
|
|
2022
Q4 | $530K | Hold |
6,765
| – | – | 0.03% | 435 |
|
|
2022
Q3 | $431K | Sell |
6,765
-15,650
| -70% | -$997K | 0.02% | 511 |
|
|
2022
Q2 | $1.58M | Sell |
22,415
-1,700
| -7% | -$120K | 0.08% | 238 |
|
|
2022
Q1 | $1.86M | Buy |
24,115
+10,000
| +71% | +$769K | 0.08% | 244 |
|
|
2021
Q4 | $1.23M | Hold |
14,115
| – | – | 0.05% | 375 |
|
|
2021
Q3 | $1.16M | Sell |
14,115
-2,800
| -17% | -$230K | 0.05% | 381 |
|
|
2021
Q2 | $1.38M | Buy |
16,915
+100
| +0.6% | +$8.18K | 0.06% | 340 |
|
|
2021
Q1 | $1.15M | Buy |
16,815
+7,200
| +75% | +$493K | 0.06% | 335 |
|
|
2020
Q4 | $650K | Hold |
9,615
| – | – | 0.04% | 423 |
|
|
2020
Q3 | $600K | Sell |
9,615
-3,162
| -25% | -$197K | 0.04% | 385 |
|
|
2020
Q2 | $726K | Buy |
+12,777
| New | +$726K | 0.05% | 311 |
|