Clarius Group LLC’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 | $230K | Sell |
2,320
-380
| -14% | -$37.6K | 0.01% | 426 |
|
|
2025
Q1 | $279K | Buy |
2,700
+14
| +0.5% | +$1.45K | 0.02% | 372 |
|
|
2024
Q4 | $249K | Buy |
2,686
+2
| +0.1% | +$185 | 0.02% | 366 |
|
|
2024
Q3 | $278K | Sell |
2,684
-105
| -4% | -$10.9K | 0.02% | 332 |
|
|
2024
Q2 | $268K | Sell |
2,789
-14
| -0.5% | -$1.35K | 0.02% | 341 |
|
|
2024
Q1 | $278K | Sell |
2,803
-316
| -10% | -$31.4K | 0.02% | 350 |
|
|
2023
Q4 | $279K | Sell |
3,119
-318
| -9% | -$28.5K | 0.02% | 375 |
|
|
2023
Q3 | $276K | Sell |
3,437
-803
| -19% | -$64.5K | 0.03% | 356 |
|
|
2023
Q2 | $377K | Buy |
4,240
+147
| +4% | +$13.1K | 0.03% | 333 |
|
|
2023
Q1 | $345K | Sell |
4,093
-65
| -2% | -$5.49K | 0.03% | 344 |
|
|
2022
Q4 | $326K | Sell |
4,158
-216
| -5% | -$16.9K | 0.03% | 358 |
|
|
2022
Q3 | $279K | Buy |
4,374
+478
| +12% | +$30.5K | 0.03% | 367 |
|
|
2022
Q2 | $275K | Buy |
3,896
+552
| +17% | +$39K | 0.03% | 357 |
|
|
2022
Q1 | $291K | Hold |
3,344
| – | – | 0.02% | 369 |
|
|
2021
Q4 | $291K | Buy |
3,344
+165
| +5% | +$14.4K | 0.02% | 369 |
|
|
2021
Q3 | $262K | Buy |
3,179
+141
| +5% | +$11.6K | 0.02% | 347 |
|
|
2021
Q2 | $248K | Buy |
3,038
+75
| +3% | +$6.12K | 0.02% | 351 |
|
|
2021
Q1 | $203K | Buy |
+2,963
| New | +$203K | 0.02% | 362 |
|