Compagnie Lombard Odier SCmA’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 504 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 481 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 493 |
|
|
2024
Q2 | – | Sell |
-560
| Closed | -$55.6K | – | 505 |
|
|
2024
Q1 | $55.6K | Sell |
560
-4,969
| -90% | -$493K | ﹤0.01% | 349 |
|
|
2023
Q4 | $495K | Buy |
5,529
+4,129
| +295% | +$369K | 0.01% | 223 |
|
|
2023
Q3 | $112K | Sell |
1,400
-3,255
| -70% | -$261K | ﹤0.01% | 339 |
|
|
2023
Q2 | $414K | Buy |
4,655
+2,230
| +92% | +$198K | 0.01% | 187 |
|
|
2023
Q1 | $205K | Buy |
2,425
+1,328
| +121% | +$112K | 0.01% | 289 |
|
|
2022
Q4 | $86K | Buy |
1,097
+747
| +213% | +$58.6K | ﹤0.01% | 411 |
|
|
2022
Q3 | $22K | Hold |
350
| – | – | ﹤0.01% | 521 |
|
|
2022
Q2 | $25K | Sell |
350
-242
| -41% | -$17.3K | ﹤0.01% | 495 |
|
|
2022
Q1 | $46K | Hold |
592
| – | – | ﹤0.01% | 461 |
|
|
2021
Q4 | $51K | Buy |
+592
| New | +$51K | ﹤0.01% | 503 |
|
|
2021
Q3 | – | Sell |
-307
| Closed | -$25K | – | 676 |
|
|
2021
Q2 | $25K | Sell |
307
-338
| -52% | -$27.5K | ﹤0.01% | 539 |
|
|
2021
Q1 | $44K | Buy |
+645
| New | +$44K | ﹤0.01% | 518 |
|
|
2020
Q4 | – | Sell |
-100
| Closed | -$6K | – | 604 |
|
|
2020
Q3 | $6K | Sell |
100
-2,395
| -96% | -$144K | ﹤0.01% | 479 |
|
|
2020
Q2 | $142K | Buy |
+2,495
| New | +$142K | ﹤0.01% | 294 |
|