Centaurus Financial’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 | $224K | Sell |
2,267
-21
| -0.9% | -$2.08K | 0.01% | 689 |
|
|
2025
Q1 | $236K | Sell |
2,288
-600
| -21% | -$61.9K | 0.01% | 633 |
|
|
2024
Q4 | $267K | Sell |
2,888
-42
| -1% | -$3.88K | 0.02% | 587 |
|
|
2024
Q3 | $305K | Sell |
2,930
-90
| -3% | -$9.37K | 0.02% | 530 |
|
|
2024
Q2 | $291K | Sell |
3,020
-32
| -1% | -$3.08K | 0.02% | 508 |
|
|
2024
Q1 | $303K | Sell |
3,052
-299
| -9% | -$29.7K | 0.02% | 499 |
|
|
2023
Q4 | $300K | Buy |
3,351
+297
| +10% | +$26.6K | 0.02% | 485 |
|
|
2023
Q3 | $245K | Buy |
3,054
+518
| +20% | +$41.6K | 0.02% | 513 |
|
|
2023
Q2 | $226K | Sell |
2,536
-351
| -12% | -$31.3K | 0.02% | 533 |
|
|
2023
Q1 | $244K | Sell |
2,887
-141
| -5% | -$11.9K | 0.02% | 611 |
|
|
2022
Q4 | $237K | Sell |
3,028
-196
| -6% | -$15.3K | 0.02% | 561 |
|
|
2022
Q3 | $206K | Sell |
3,224
-79
| -2% | -$5.05K | 0.02% | 610 |
|
|
2022
Q2 | $233K | Sell |
3,303
-192
| -5% | -$13.5K | 0.02% | 559 |
|
|
2022
Q1 | $269K | Sell |
3,495
-1,085
| -24% | -$83.5K | 0.02% | 581 |
|
|
2021
Q4 | $399K | Buy |
4,580
+3,039
| +197% | +$265K | 0.03% | 496 |
|
|
2021
Q3 | $127K | Buy |
1,541
+100
| +7% | +$8.24K | 0.01% | 789 |
|
|
2021
Q2 | $118K | Buy |
+1,441
| New | +$118K | 0.01% | 817 |
|