Clearstead Advisors’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 | $1.06M | Buy |
10,669
+1,068
| +11% | +$106K | 0.01% | 424 |
|
|
2025
Q1 | $991K | Sell |
9,601
-73
| -0.8% | -$7.53K | 0.02% | 407 |
|
|
2024
Q4 | $896K | Sell |
9,674
-1,118
| -10% | -$104K | 0.01% | 431 |
|
|
2024
Q3 | $1.12M | Buy |
10,792
+206
| +2% | +$21.4K | 0.02% | 397 |
|
|
2024
Q2 | $1.02M | Buy |
10,586
+6,362
| +151% | +$612K | 0.02% | 390 |
|
|
2024
Q1 | $408K | Sell |
4,224
-294
| -7% | -$28.4K | 0.02% | 343 |
|
|
2023
Q4 | $404K | Sell |
4,518
-6,097
| -57% | -$545K | 0.02% | 346 |
|
|
2023
Q3 | $852K | Buy |
10,615
+5,761
| +119% | +$463K | 0.02% | 328 |
|
|
2023
Q2 | $432K | Buy |
4,854
+991
| +26% | +$88.2K | 0.03% | 307 |
|
|
2023
Q1 | $326K | Buy |
3,863
+463
| +14% | +$39.1K | 0.02% | 326 |
|
|
2022
Q4 | $266K | Sell |
3,400
-141
| -4% | -$11K | 0.02% | 346 |
|
|
2022
Q3 | $226K | Sell |
3,541
-672
| -16% | -$42.9K | 0.02% | 349 |
|
|
2022
Q2 | $298K | Sell |
4,213
-199
| -5% | -$14.1K | 0.02% | 319 |
|
|
2022
Q1 | $339K | Buy |
4,412
+219
| +5% | +$16.8K | 0.02% | 321 |
|
|
2021
Q4 | $365K | Sell |
4,193
-396
| -9% | -$34.5K | 0.02% | 294 |
|
|
2021
Q3 | $378K | Buy |
4,589
+549
| +14% | +$45.2K | 0.03% | 274 |
|
|
2021
Q2 | $330K | Sell |
4,040
-198
| -5% | -$16.2K | 0.03% | 278 |
|
|
2021
Q1 | $290K | Sell |
4,238
-3,398
| -44% | -$233K | 0.02% | 287 |
|
|
2020
Q4 | $516K | Buy |
7,636
+548
| +8% | +$37K | 0.05% | 203 |
|
|
2020
Q3 | $442K | Sell |
7,088
-1,511
| -18% | -$94.2K | 0.05% | 191 |
|
|
2020
Q2 | $489K | Buy |
+8,599
| New | +$489K | 0.06% | 178 |
|