Cambridge Investment Research 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 | $2.94M | Sell |
29,640
-2,033
| -6% | -$201K | 0.01% | 1163 |
|
|
2025
Q1 | $3.27M | Buy |
31,673
+371
| +1% | +$38.3K | 0.01% | 1043 |
|
|
2024
Q4 | $2.9M | Buy |
31,302
+204
| +0.7% | +$18.9K | 0.01% | 1113 |
|
|
2024
Q3 | $3.23M | Sell |
31,098
-585
| -2% | -$60.8K | 0.01% | 1036 |
|
|
2024
Q2 | $3.05M | Sell |
31,683
-365
| -1% | -$35.1K | 0.01% | 1020 |
|
|
2024
Q1 | $3.18M | Buy |
32,048
+110
| +0.3% | +$10.9K | 0.01% | 999 |
|
|
2023
Q4 | $2.86M | Sell |
31,938
-795
| -2% | -$71.1K | 0.01% | 996 |
|
|
2023
Q3 | $2.63M | Sell |
32,733
-218
| -0.7% | -$17.5K | 0.01% | 974 |
|
|
2023
Q2 | $2.93M | Buy |
32,951
+747
| +2% | +$66.5K | 0.01% | 939 |
|
|
2023
Q1 | $2.72M | Sell |
32,204
-974
| -3% | -$82.2K | 0.01% | 961 |
|
|
2022
Q4 | $2.6M | Buy |
33,178
+4,268
| +15% | +$334K | 0.01% | 939 |
|
|
2022
Q3 | $1.84M | Buy |
28,910
+344
| +1% | +$21.9K | 0.01% | 1087 |
|
|
2022
Q2 | $2.02M | Sell |
28,566
-2,558
| -8% | -$181K | 0.01% | 1037 |
|
|
2022
Q1 | $2.4M | Sell |
31,124
-1,019
| -3% | -$78.4K | 0.01% | 1030 |
|
|
2021
Q4 | $2.8M | Sell |
32,143
-1,306
| -4% | -$114K | 0.01% | 959 |
|
|
2021
Q3 | $2.75M | Buy |
33,449
+572
| +2% | +$47.1K | 0.01% | 914 |
|
|
2021
Q2 | $2.69M | Buy |
32,877
+1,125
| +4% | +$92K | 0.01% | 957 |
|
|
2021
Q1 | $2.17M | Buy |
31,752
+2,354
| +8% | +$161K | 0.01% | 965 |
|
|
2020
Q4 | $1.99M | Sell |
29,398
-1,395
| -5% | -$94.2K | 0.01% | 926 |
|
|
2020
Q3 | $1.92M | Sell |
30,793
-3,826
| -11% | -$239K | 0.01% | 828 |
|
|
2020
Q2 | $1.97M | Buy |
+34,619
| New | +$1.97M | 0.01% | 783 |
|