Clearstead Trust’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 | $79.7K | Hold |
805
| – | – | 0.02% | 268 |
|
|
2025
Q1 | $83.1K | Sell |
805
-201
| -20% | -$20.7K | 0.02% | 224 |
|
|
2024
Q4 | $93.1K | Buy |
1,006
+3
| +0.3% | +$278 | 0.02% | 211 |
|
|
2024
Q3 | $104K | Buy |
1,003
+3
| +0.3% | +$312 | 0.03% | 184 |
|
|
2024
Q2 | $96.3K | Sell |
1,000
-18
| -2% | -$1.73K | 0.02% | 188 |
|
|
2024
Q1 | $101K | Buy |
1,018
+135
| +15% | +$13.4K | 0.03% | 186 |
|
|
2023
Q4 | $79K | Buy |
883
+2
| +0.2% | +$179 | 0.02% | 207 |
|
|
2023
Q3 | $70.7K | Buy |
881
+3
| +0.3% | +$241 | 0.02% | 194 |
|
|
2023
Q2 | $78.2K | Sell |
878
-99
| -10% | -$8.81K | 0.03% | 187 |
|
|
2023
Q1 | $82.4K | Buy |
977
+3
| +0.3% | +$253 | 0.03% | 192 |
|
|
2022
Q4 | $76K | Sell |
974
-45
| -4% | -$3.51K | 0.03% | 202 |
|
|
2022
Q3 | $65K | Buy |
+1,019
| New | +$65K | 0.02% | 200 |
|
|
2021
Q1 | – | Sell |
-38
| Closed | -$3K | – | 148 |
|
|
2020
Q4 | $3K | Hold |
38
| – | – | ﹤0.01% | 170 |
|
|
2020
Q3 | $2K | Sell |
38
-212
| -85% | -$11.2K | ﹤0.01% | 151 |
|
|
2020
Q2 | $14K | Buy |
+250
| New | +$14K | 0.01% | 136 |
|