Charles Schwab’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 | $234M | Buy |
2,366,894
+33,086
| +1% | +$3.28M | 0.04% | 360 |
|
|
2025
Q1 | $241M | Buy |
2,333,808
+29,326
| +1% | +$3.03M | 0.05% | 329 |
|
|
2024
Q4 | $213M | Buy |
2,304,482
+67,937
| +3% | +$6.29M | 0.04% | 366 |
|
|
2024
Q3 | $232M | Sell |
2,236,545
-1,705
| -0.1% | -$177K | 0.04% | 330 |
|
|
2024
Q2 | $215M | Buy |
2,238,250
+42,662
| +2% | +$4.11M | 0.04% | 360 |
|
|
2024
Q1 | $218M | Buy |
2,195,588
+21,684
| +1% | +$2.15M | 0.05% | 333 |
|
|
2023
Q4 | $194M | Buy |
2,173,904
+41,361
| +2% | +$3.7M | 0.05% | 330 |
|
|
2023
Q3 | $171M | Buy |
2,132,543
+16,560
| +0.8% | +$1.33M | 0.05% | 333 |
|
|
2023
Q2 | $188M | Sell |
2,115,983
-5,390
| -0.3% | -$480K | 0.05% | 309 |
|
|
2023
Q1 | $179M | Buy |
2,121,373
+10,426
| +0.5% | +$880K | 0.05% | 313 |
|
|
2022
Q4 | $165M | Buy |
2,110,947
+29,001
| +1% | +$2.27M | 0.05% | 325 |
|
|
2022
Q3 | $133M | Buy |
2,081,946
+40,991
| +2% | +$2.62M | 0.05% | 351 |
|
|
2022
Q2 | $144M | Buy |
2,040,955
+910
| +0% | +$64.3K | 0.05% | 340 |
|
|
2022
Q1 | $157M | Buy |
2,040,045
+52,261
| +3% | +$4.02M | 0.05% | 357 |
|
|
2021
Q4 | $173M | Sell |
1,987,784
-41,318
| -2% | -$3.6M | 0.05% | 341 |
|
|
2021
Q3 | $167M | Buy |
2,029,102
+108,852
| +6% | +$8.96M | 0.05% | 323 |
|
|
2021
Q2 | $157M | Buy |
1,920,250
+29,678
| +2% | +$2.43M | 0.05% | 333 |
|
|
2021
Q1 | $129M | Sell |
1,890,572
-162,538
| -8% | -$11.1M | 0.05% | 359 |
|
|
2020
Q4 | $139M | Buy |
2,053,110
+4,670
| +0.2% | +$315K | 0.06% | 310 |
|
|
2020
Q3 | $128M | Buy |
2,048,440
+5,627
| +0.3% | +$351K | 0.06% | 291 |
|
|
2020
Q2 | $116M | Buy |
+2,042,813
| New | +$116M | 0.06% | 306 |
|