Beacon Pointe 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 | $2.11M | Buy |
21,294
+6,462
| +44% | +$640K | 0.02% | 476 |
|
|
2025
Q1 | $1.53M | Sell |
14,832
-706
| -5% | -$72.9K | 0.02% | 523 |
|
|
2024
Q4 | $1.44M | Buy |
15,538
+1,429
| +10% | +$132K | 0.02% | 539 |
|
|
2024
Q3 | $1.47M | Sell |
14,109
-234
| -2% | -$24.3K | 0.02% | 539 |
|
|
2024
Q2 | $1.38M | Sell |
14,343
-3,011
| -17% | -$290K | 0.02% | 548 |
|
|
2024
Q1 | $1.72M | Buy |
17,354
+429
| +3% | +$42.6K | 0.02% | 527 |
|
|
2023
Q4 | $1.51M | Sell |
16,925
-826
| -5% | -$73.9K | 0.02% | 546 |
|
|
2023
Q3 | $1.43M | Buy |
17,751
+7,223
| +69% | +$580K | 0.02% | 533 |
|
|
2023
Q2 | $937K | Sell |
10,528
-3,642
| -26% | -$324K | 0.02% | 537 |
|
|
2023
Q1 | $1.2M | Buy |
14,170
+4,204
| +42% | +$355K | 0.02% | 493 |
|
|
2022
Q4 | $780K | Sell |
9,966
-11
| -0.1% | -$861 | 0.02% | 563 |
|
|
2022
Q3 | $646K | Sell |
9,977
-1,221
| -11% | -$79.1K | 0.01% | 573 |
|
|
2022
Q2 | $799K | Sell |
11,198
-643
| -5% | -$45.9K | 0.02% | 526 |
|
|
2022
Q1 | $911K | Buy |
11,841
+4,689
| +66% | +$361K | 0.01% | 647 |
|
|
2021
Q4 | $623K | Sell |
7,152
-3,915
| -35% | -$341K | 0.02% | 494 |
|
|
2021
Q3 | $911K | Buy |
11,067
+3,648
| +49% | +$300K | 0.02% | 426 |
|
|
2021
Q2 | $607K | Buy |
7,419
+3,625
| +96% | +$297K | 0.02% | 439 |
|
|
2021
Q1 | $261K | Sell |
3,794
-1,220
| -24% | -$83.9K | 0.02% | 418 |
|
|
2020
Q4 | $342K | Buy |
5,014
+1,056
| +27% | +$72K | 0.02% | 342 |
|
|
2020
Q3 | $247K | Sell |
3,958
-496
| -11% | -$31K | 0.02% | 328 |
|
|
2020
Q2 | $252K | Buy |
+4,454
| New | +$252K | 0.03% | 330 |
|