CAPTRUST Financial Advisors’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.37M | Buy |
94,668
+7,919
| +9% | +$784K | 0.02% | 474 |
|
|
2025
Q1 | $8.95M | Buy |
86,749
+49,715
| +134% | +$5.13M | 0.02% | 454 |
|
|
2024
Q4 | $3.43M | Sell |
37,034
-2,129
| -5% | -$197K | 0.01% | 654 |
|
|
2024
Q3 | $4.07M | Sell |
39,163
-2,833
| -7% | -$294K | 0.01% | 585 |
|
|
2024
Q2 | $4.04M | Buy |
41,996
+796
| +2% | +$76.6K | 0.01% | 558 |
|
|
2024
Q1 | $4.09M | Sell |
41,200
-10,187
| -20% | -$1.01M | 0.02% | 542 |
|
|
2023
Q4 | $4.6M | Sell |
51,387
-971
| -2% | -$86.9K | 0.02% | 587 |
|
|
2023
Q3 | $4.2M | Buy |
52,358
+3,631
| +7% | +$292K | 0.02% | 577 |
|
|
2023
Q2 | $4.34M | Buy |
48,727
+1,991
| +4% | +$177K | 0.02% | 552 |
|
|
2023
Q1 | $3.94M | Sell |
46,736
-423
| -0.9% | -$35.7K | 0.02% | 526 |
|
|
2022
Q4 | $3.69M | Buy |
47,159
+1,581
| +3% | +$124K | 0.02% | 521 |
|
|
2022
Q3 | $2.91M | Buy |
45,578
+14,372
| +46% | +$917K | 0.02% | 554 |
|
|
2022
Q2 | $2.21M | Buy |
31,206
+743
| +2% | +$52.5K | 0.01% | 572 |
|
|
2022
Q1 | $2.34M | Buy |
30,463
+989
| +3% | +$76.1K | 0.02% | 560 |
|
|
2021
Q4 | $2.57M | Buy |
29,474
+1,341
| +5% | +$117K | 0.02% | 503 |
|
|
2021
Q3 | $2.32M | Buy |
28,133
+3,375
| +14% | +$278K | 0.02% | 489 |
|
|
2021
Q2 | $2.02M | Sell |
24,758
-2,751
| -10% | -$225K | 0.02% | 500 |
|
|
2021
Q1 | $1.88M | Buy |
27,509
+5,864
| +27% | +$401K | 0.02% | 484 |
|
|
2020
Q4 | $1.46M | Buy |
21,645
+1,204
| +6% | +$81.3K | 0.02% | 476 |
|
|
2020
Q3 | $1.28M | Sell |
20,441
-5,163
| -20% | -$322K | 0.02% | 436 |
|
|
2020
Q2 | $1.43M | Buy |
+25,604
| New | +$1.43M | 0.02% | 418 |
|