Bleakley Financial Group’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,334
| Closed | -$864K | – | 841 |
|
|
2024
Q4 | $864K | Buy |
9,334
+1,413
| +18% | +$131K | 0.03% | 457 |
|
|
2024
Q3 | $823K | Sell |
7,921
-357
| -4% | -$37.1K | 0.03% | 447 |
|
|
2024
Q2 | $797K | Sell |
8,278
-1,448
| -15% | -$139K | 0.02% | 471 |
|
|
2024
Q1 | $965K | Buy |
9,726
+117
| +1% | +$11.6K | 0.03% | 439 |
|
|
2023
Q4 | $860K | Sell |
9,609
-48
| -0.5% | -$4.3K | 0.03% | 434 |
|
|
2023
Q3 | $776K | Sell |
9,657
-765
| -7% | -$61.4K | 0.03% | 434 |
|
|
2023
Q2 | $928K | Buy |
10,422
+508
| +5% | +$45.2K | 0.03% | 419 |
|
|
2023
Q1 | $837K | Buy |
9,914
+380
| +4% | +$32.1K | 0.03% | 430 |
|
|
2022
Q4 | $747K | Buy |
+9,534
| New | +$747K | 0.03% | 444 |
|