Commonwealth Equity Services’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 | $14.4M | Sell |
145,071
-6,191
| -4% | -$613K | 0.02% | 711 |
|
|
2025
Q1 | $15.6M | Buy |
151,262
+2,164
| +1% | +$223K | 0.02% | 659 |
|
|
2024
Q4 | $13.8M | Sell |
149,098
-2,939
| -2% | -$272K | 0.02% | 675 |
|
|
2024
Q3 | $15.8M | Sell |
152,037
-2,523
| -2% | -$262K | 0.02% | 617 |
|
|
2024
Q2 | $14.9M | Buy |
154,560
+1,459
| +1% | +$140K | 0.02% | 622 |
|
|
2024
Q1 | $15.2M | Buy |
153,101
+1,749
| +1% | +$174K | 0.03% | 605 |
|
|
2023
Q4 | $13.5M | Sell |
151,352
-3,424
| -2% | -$306K | 0.02% | 597 |
|
|
2023
Q3 | $12.4M | Buy |
154,776
+733
| +0.5% | +$58.9K | 0.03% | 587 |
|
|
2023
Q2 | $13.7M | Sell |
154,043
-2,655
| -2% | -$236K | 0.03% | 561 |
|
|
2023
Q1 | $13.2K | Sell |
156,698
-1,497
| -0.9% | -$126 | 0.03% | 551 |
|
|
2022
Q4 | $12.4M | Sell |
158,195
-300
| -0.2% | -$23.5K | 0.03% | 549 |
|
|
2022
Q3 | $10.1M | Buy |
158,495
+9,142
| +6% | +$583K | 0.03% | 569 |
|
|
2022
Q2 | $10.6M | Buy |
149,353
+5,496
| +4% | +$388K | 0.03% | 557 |
|
|
2022
Q1 | $11.1M | Buy |
143,857
+1,840
| +1% | +$142K | 0.03% | 584 |
|
|
2021
Q4 | $12.4M | Sell |
142,017
-2,883
| -2% | -$251K | 0.03% | 527 |
|
|
2021
Q3 | $11.9M | Sell |
144,900
-4,395
| -3% | -$362K | 0.03% | 511 |
|
|
2021
Q2 | $12.2M | Buy |
149,295
+8,059
| +6% | +$659K | 0.03% | 498 |
|
|
2021
Q1 | $9.67M | Sell |
141,236
-7,350
| -5% | -$503K | 0.03% | 528 |
|
|
2020
Q4 | $10M | Sell |
148,586
-4,673
| -3% | -$316K | 0.03% | 474 |
|
|
2020
Q3 | $9.57M | Sell |
153,259
-6,424
| -4% | -$401K | 0.03% | 450 |
|
|
2020
Q2 | $9.08M | Buy |
+159,683
| New | +$9.08M | 0.03% | 429 |
|