Calamos 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 | $6.66M | Hold |
67,250
| – | – | 0.03% | 492 |
|
|
2025
Q1 | $6.94M | Buy |
67,250
+743
| +1% | +$76.7K | 0.03% | 441 |
|
|
2024
Q4 | $6.16M | Sell |
66,507
-97
| -0.1% | -$8.98K | 0.03% | 472 |
|
|
2024
Q3 | $6.92M | Sell |
66,604
-1,619
| -2% | -$168K | 0.03% | 466 |
|
|
2024
Q2 | $6.57M | Sell |
68,223
-2,504
| -4% | -$241K | 0.03% | 455 |
|
|
2024
Q1 | $7.02M | Sell |
70,727
-1,762
| -2% | -$175K | 0.03% | 451 |
|
|
2023
Q4 | $6.49M | Sell |
72,489
-1,550
| -2% | -$139K | 0.03% | 460 |
|
|
2023
Q3 | $5.95M | Buy |
74,039
+1,264
| +2% | +$102K | 0.03% | 482 |
|
|
2023
Q2 | $6.48M | Hold |
72,775
| – | – | 0.03% | 509 |
|
|
2023
Q1 | $6.14M | Sell |
72,775
-9,098
| -11% | -$768K | 0.03% | 559 |
|
|
2022
Q4 | $6.41M | Sell |
81,873
-14,476
| -15% | -$1.13M | 0.03% | 581 |
|
|
2022
Q3 | $6.15M | Hold |
96,349
| – | – | 0.03% | 598 |
|
|
2022
Q2 | $6.81M | Buy |
96,349
+2,594
| +3% | +$183K | 0.03% | 591 |
|
|
2022
Q1 | $7.21M | Buy |
93,755
+12,497
| +15% | +$962K | 0.03% | 594 |
|
|
2021
Q4 | $7.08M | Buy |
81,258
+3,146
| +4% | +$274K | 0.03% | 581 |
|
|
2021
Q3 | $6.43M | Buy |
78,112
+6,893
| +10% | +$567K | 0.03% | 508 |
|
|
2021
Q2 | $5.82M | Buy |
71,219
+16,199
| +29% | +$1.32M | 0.03% | 496 |
|
|
2021
Q1 | $3.77M | Buy |
55,020
+1,701
| +3% | +$116K | 0.02% | 578 |
|
|
2020
Q4 | $3.6M | Sell |
53,319
-2,309
| -4% | -$156K | 0.02% | 522 |
|
|
2020
Q3 | $3.47M | Sell |
55,628
-4,883
| -8% | -$305K | 0.02% | 491 |
|
|
2020
Q2 | $3.44M | Buy |
+60,511
| New | +$3.44M | 0.02% | 497 |
|