Cetera Investment Advisers’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 | $4.22M | Sell |
42,621
-79
| -0.2% | -$7.82K | 0.01% | 1307 |
|
|
2025
Q1 | $4.41M | Sell |
42,700
-4,097
| -9% | -$423K | 0.01% | 1193 |
|
|
2024
Q4 | $4.33M | Buy |
46,797
+1,943
| +4% | +$180K | 0.01% | 1118 |
|
|
2024
Q3 | $4.66M | Sell |
44,854
-414
| -0.9% | -$43K | 0.01% | 1036 |
|
|
2024
Q2 | $4.36M | Sell |
45,268
-1,103
| -2% | -$106K | 0.01% | 1071 |
|
|
2024
Q1 | $4.6M | Buy |
46,371
+33,457
| +259% | +$3.32M | 0.01% | 1031 |
|
|
2023
Q4 | $1.16M | Buy |
12,914
+3,423
| +36% | +$306K | 0.01% | 1029 |
|
|
2023
Q3 | $762K | Buy |
9,491
+554
| +6% | +$44.5K | 0.01% | 1187 |
|
|
2023
Q2 | $795K | Sell |
8,937
-289
| -3% | -$25.7K | 0.01% | 1175 |
|
|
2023
Q1 | $779K | Sell |
9,226
-915
| -9% | -$77.2K | 0.01% | 1159 |
|
|
2022
Q4 | $794K | Buy |
10,141
+4,106
| +68% | +$322K | 0.01% | 1102 |
|
|
2022
Q3 | $385K | Sell |
6,035
-484
| -7% | -$30.9K | 0.01% | 1124 |
|
|
2022
Q2 | $461K | Buy |
6,519
+256
| +4% | +$18.1K | 0.01% | 1143 |
|
|
2022
Q1 | $482K | Sell |
6,263
-581
| -8% | -$44.7K | 0.01% | 1183 |
|
|
2021
Q4 | $596K | Sell |
6,844
-164
| -2% | -$14.3K | 0.01% | 1082 |
|
|
2021
Q3 | $577K | Sell |
7,008
-1,233
| -15% | -$102K | 0.01% | 1058 |
|
|
2021
Q2 | $674K | Sell |
8,241
-737
| -8% | -$60.3K | 0.01% | 955 |
|
|
2021
Q1 | $615K | Buy |
8,978
+1,428
| +19% | +$97.8K | 0.01% | 870 |
|
|
2020
Q4 | $510K | Buy |
7,550
+3,767
| +100% | +$254K | 0.01% | 952 |
|
|
2020
Q3 | $236K | Sell |
3,783
-279
| -7% | -$17.4K | 0.02% | 555 |
|
|
2020
Q2 | $231K | Buy |
+4,062
| New | +$231K | 0.02% | 540 |
|