Canada Life’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
$56.2M Sell
566,748
-52,649
-9% -$5.22M 0.09% 204
2025
Q1
$64M Buy
619,397
+8,119
+1% +$839K 0.11% 168
2024
Q4
$56.6M Sell
611,278
-15,557
-2% -$1.44M 0.1% 181
2024
Q3
$65.2M Buy
626,835
+17,399
+3% +$1.81M 0.11% 169
2024
Q2
$58.7M Sell
609,436
-48,481
-7% -$4.67M 0.11% 172
2024
Q1
$65.4M Sell
657,917
-12,671
-2% -$1.26M 0.13% 149
2023
Q4
$59.7M Buy
670,588
+90,165
+16% +$8.03M 0.13% 154
2023
Q3
$46.6M Buy
580,423
+1,538
+0.3% +$124K 0.11% 178
2023
Q2
$51.8M Buy
578,885
+148,345
+34% +$13.3M 0.12% 164
2023
Q1
$36.4M Buy
430,540
+2,615
+0.6% +$221K 0.09% 235
2022
Q4
$33.7M Sell
427,925
-32,633
-7% -$2.57M 0.09% 239
2022
Q3
$29.4M Sell
460,558
-11,831
-3% -$754K 0.08% 237
2022
Q2
$33.4M Buy
472,389
+66,958
+17% +$4.73M 0.09% 231
2022
Q1
$32.9M Buy
405,431
+44,235
+12% +$3.59M 0.07% 289
2021
Q4
$31.4M Buy
361,196
+15,389
+4% +$1.34M 0.06% 307
2021
Q3
$28.6M Buy
345,807
+19,962
+6% +$1.65M 0.07% 301
2021
Q2
$26.6M Sell
325,845
-12,877
-4% -$1.05M 0.06% 332
2021
Q1
$23.1M Buy
338,722
+122
+0% +$8.31K 0.06% 353
2020
Q4
$22.8M Buy
338,600
+32,960
+11% +$2.22M 0.04% 394
2020
Q3
$19.1M Sell
305,640
-9,047
-3% -$565K 0.04% 398
2020
Q2
$17.8M Buy
+314,687
New +$17.8M 0.04% 386