Center for Financial Planning’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 | $70.3K | Sell |
710
-30
| -4% | -$2.97K | 0.01% | 256 |
|
|
2025
Q1 | $76.4K | Sell |
740
-9
| -1% | -$929 | 0.01% | 236 |
|
|
2024
Q4 | $69.4K | Sell |
749
-3
| -0.4% | -$278 | 0.01% | 234 |
|
|
2024
Q3 | $78.2K | Sell |
752
-68
| -8% | -$7.07K | 0.01% | 203 |
|
|
2024
Q2 | $78.9K | Hold |
820
| – | – | 0.01% | 196 |
|
|
2024
Q1 | $81.4K | Hold |
820
| – | – | 0.01% | 196 |
|
|
2023
Q4 | $73.4K | Hold |
820
| – | – | 0.01% | 186 |
|
|
2023
Q3 | $65.9K | Hold |
820
| – | – | 0.01% | 190 |
|
|
2023
Q2 | $73K | Hold |
820
| – | – | 0.02% | 193 |
|
|
2023
Q1 | $69.2K | Sell |
820
-520
| -39% | -$43.9K | 0.02% | 187 |
|
|
2022
Q4 | $105K | Hold |
1,340
| – | – | 0.03% | 161 |
|
|
2022
Q3 | $85K | Hold |
1,340
| – | – | 0.02% | 170 |
|
|
2022
Q2 | $95K | Hold |
1,340
| – | – | 0.02% | 165 |
|
|
2022
Q1 | $103K | Hold |
1,340
| – | – | 0.02% | 174 |
|
|
2021
Q4 | $117K | Buy |
1,340
+635
| +90% | +$55.4K | 0.02% | 161 |
|
|
2021
Q3 | $58K | Sell |
705
-670
| -49% | -$55.1K | 0.01% | 207 |
|
|
2021
Q2 | $112K | Hold |
1,375
| – | – | 0.03% | 158 |
|
|
2021
Q1 | $94K | Hold |
1,375
| – | – | 0.02% | 166 |
|
|
2020
Q4 | $93K | Hold |
1,375
| – | – | 0.03% | 153 |
|
|
2020
Q3 | $86K | Hold |
1,375
| – | – | 0.03% | 149 |
|
|
2020
Q2 | $78K | Buy |
+1,375
| New | +$78K | 0.03% | 156 |
|