Capital Analysts LLC’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 | $98K | Hold |
988
| – | – | ﹤0.01% | 675 |
|
|
2025
Q1 | $102K | Buy |
988
+207
| +27% | +$21.4K | ﹤0.01% | 640 |
|
|
2024
Q4 | $72K | Buy |
781
+64
| +9% | +$5.9K | ﹤0.01% | 686 |
|
|
2024
Q3 | $75K | Buy |
717
+2
| +0.3% | +$209 | ﹤0.01% | 643 |
|
|
2024
Q2 | $69K | Sell |
715
-20
| -3% | -$1.93K | ﹤0.01% | 641 |
|
|
2024
Q1 | $73K | Buy |
735
+5
| +0.7% | +$497 | ﹤0.01% | 596 |
|
|
2023
Q4 | $65K | Buy |
730
+2
| +0.3% | +$178 | ﹤0.01% | 602 |
|
|
2023
Q3 | $59K | Buy |
728
+162
| +29% | +$13.1K | ﹤0.01% | 578 |
|
|
2023
Q2 | $50K | Buy |
566
+6
| +1% | +$530 | ﹤0.01% | 584 |
|
|
2023
Q1 | $47K | Sell |
560
-77
| -12% | -$6.46K | ﹤0.01% | 609 |
|
|
2022
Q4 | $50K | Buy |
637
+2
| +0.3% | +$157 | ﹤0.01% | 621 |
|
|
2022
Q3 | $40K | Sell |
635
-23
| -3% | -$1.45K | ﹤0.01% | 611 |
|
|
2022
Q2 | $46K | Buy |
658
+27
| +4% | +$1.89K | ﹤0.01% | 575 |
|
|
2022
Q1 | $49K | Sell |
631
-2,285
| -78% | -$177K | ﹤0.01% | 548 |
|
|
2021
Q4 | $254K | Sell |
2,916
-174
| -6% | -$15.2K | 0.02% | 317 |
|
|
2021
Q3 | $254K | Sell |
3,090
-471
| -13% | -$38.7K | 0.02% | 314 |
|
|
2021
Q2 | $291K | Sell |
3,561
-176
| -5% | -$14.4K | 0.02% | 301 |
|
|
2021
Q1 | $255K | Sell |
3,737
-79
| -2% | -$5.39K | 0.02% | 305 |
|
|
2020
Q4 | $258K | Sell |
3,816
-697
| -15% | -$47.1K | 0.02% | 224 |
|
|
2020
Q3 | $282K | Buy |
4,513
+7
| +0.2% | +$437 | 0.03% | 232 |
|
|
2020
Q2 | $256K | Buy |
+4,506
| New | +$256K | 0.03% | 212 |
|