Checchi Capital 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 | $456K | Sell |
4,600
-483
| -10% | -$47.8K | 0.03% | 356 |
|
|
2025
Q1 | $525K | Buy |
5,083
+18
| +0.4% | +$1.86K | 0.03% | 319 |
|
|
2024
Q4 | $469K | Buy |
5,065
+31
| +0.6% | +$2.87K | 0.03% | 334 |
|
|
2024
Q3 | $523K | Buy |
5,034
+152
| +3% | +$15.8K | 0.03% | 314 |
|
|
2024
Q2 | $470K | Buy |
4,882
+84
| +2% | +$8.09K | 0.02% | 331 |
|
|
2024
Q1 | $476K | Sell |
4,798
-1
| -0% | -$99 | 0.04% | 337 |
|
|
2023
Q4 | $429K | Buy |
4,799
+11
| +0.2% | +$984 | 0.03% | 338 |
|
|
2023
Q3 | $385K | Sell |
4,788
-143
| -3% | -$11.5K | 0.04% | 346 |
|
|
2023
Q2 | $439K | Buy |
4,931
+318
| +7% | +$28.3K | 0.04% | 320 |
|
|
2023
Q1 | $389K | Sell |
4,613
-76
| -2% | -$6.41K | 0.04% | 349 |
|
|
2022
Q4 | $367K | Sell |
4,689
-46
| -1% | -$3.6K | 0.04% | 336 |
|
|
2022
Q3 | $302K | Buy |
4,735
+369
| +8% | +$23.5K | 0.03% | 383 |
|
|
2022
Q2 | $341K | Buy |
4,366
+732
| +20% | +$57.2K | 0.03% | 384 |
|
|
2022
Q1 | $280K | Buy |
3,634
+83
| +2% | +$6.4K | 0.02% | 421 |
|
|
2021
Q4 | $309K | Buy |
3,551
+66
| +2% | +$5.74K | 0.03% | 373 |
|
|
2021
Q3 | $287K | Buy |
3,485
+56
| +2% | +$4.61K | 0.03% | 373 |
|
|
2021
Q2 | $280K | Buy |
3,429
+205
| +6% | +$16.7K | 0.03% | 393 |
|
|
2021
Q1 | $221K | Sell |
3,224
-77
| -2% | -$5.28K | 0.02% | 456 |
|
|
2020
Q4 | $223K | Sell |
3,301
-58
| -2% | -$3.92K | 0.02% | 421 |
|
|
2020
Q3 | $210K | Buy |
+3,359
| New | +$210K | 0.02% | 388 |
|