Bell Investment 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 | $351K | Sell |
3,546
-6
| -0.2% | -$594 | 0.06% | 90 |
|
|
2025
Q1 | $367K | Buy |
3,552
+11
| +0.3% | +$1.14K | 0.07% | 79 |
|
|
2024
Q4 | $328K | Sell |
3,541
-51
| -1% | -$4.72K | 0.06% | 83 |
|
|
2024
Q3 | $373K | Hold |
3,592
| – | – | 0.07% | 78 |
|
|
2024
Q2 | $346K | Buy |
3,592
+45
| +1% | +$4.33K | 0.07% | 80 |
|
|
2024
Q1 | $352K | Hold |
3,547
| – | – | 0.07% | 77 |
|
|
2023
Q4 | $317K | Buy |
3,547
+5
| +0.1% | +$447 | 0.07% | 78 |
|
|
2023
Q3 | $284K | Sell |
3,542
-10
| -0.3% | -$803 | 0.06% | 77 |
|
|
2023
Q2 | $316K | Sell |
3,552
-11
| -0.3% | -$979 | 0.07% | 72 |
|
|
2023
Q1 | $301K | Buy |
3,563
+12
| +0.3% | +$1.01K | 0.07% | 68 |
|
|
2022
Q4 | $278K | Buy |
3,551
+3,378
| +1,953% | +$265K | 0.07% | 69 |
|
|
2022
Q3 | $11K | Sell |
173
-254
| -59% | -$16.2K | ﹤0.01% | 393 |
|
|
2022
Q2 | $30K | Buy |
+427
| New | +$30K | 0.01% | 199 |
|
|
2021
Q4 | $18K | Sell |
207
-12
| -5% | -$1.04K | ﹤0.01% | 342 |
|
|
2021
Q3 | $18K | Buy |
+219
| New | +$18K | 0.01% | 311 |
|