Cooper Financial Group’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 | $709K | Sell |
7,157
-122
| -2% | -$12.1K | 0.08% | 193 |
|
|
2025
Q1 | $751K | Buy |
7,279
+666
| +10% | +$68.7K | 0.1% | 178 |
|
|
2024
Q4 | $612K | Buy |
6,613
+237
| +4% | +$21.9K | 0.07% | 209 |
|
|
2024
Q3 | $663K | Sell |
6,376
-913
| -13% | -$94.9K | 0.09% | 202 |
|
|
2024
Q2 | $702K | Sell |
7,289
-1,575
| -18% | -$152K | 0.1% | 174 |
|
|
2024
Q1 | $880K | Buy |
8,864
+665
| +8% | +$66K | 0.14% | 135 |
|
|
2023
Q4 | $734K | Buy |
8,199
+337
| +4% | +$30.2K | 0.13% | 146 |
|
|
2023
Q3 | $631K | Buy |
7,862
+279
| +4% | +$22.4K | 0.15% | 154 |
|
|
2023
Q2 | $675K | Buy |
7,583
+659
| +10% | +$58.7K | 0.17% | 148 |
|
|
2023
Q1 | $584K | Buy |
6,924
+341
| +5% | +$28.8K | 0.16% | 148 |
|
|
2022
Q4 | $515K | Buy |
6,583
+1,319
| +25% | +$103K | 0.16% | 143 |
|
|
2022
Q3 | $336K | Buy |
5,264
+689
| +15% | +$44K | 0.12% | 170 |
|
|
2022
Q2 | $323K | Buy |
4,575
+391
| +9% | +$27.6K | 0.12% | 175 |
|
|
2022
Q1 | $322K | Buy |
4,184
+605
| +17% | +$46.6K | 0.12% | 164 |
|
|
2021
Q4 | $312K | Sell |
3,579
-497
| -12% | -$43.3K | 0.12% | 167 |
|
|
2021
Q3 | $335K | Buy |
4,076
+304
| +8% | +$25K | 0.07% | 176 |
|
|
2021
Q2 | $308K | Sell |
3,772
-313
| -8% | -$25.6K | 0.06% | 183 |
|
|
2021
Q1 | $280K | Sell |
4,085
-294
| -7% | -$20.2K | 0.06% | 192 |
|
|
2020
Q4 | $296K | Buy |
4,379
+900
| +26% | +$60.8K | 0.06% | 220 |
|
|
2020
Q3 | $217K | Buy |
+3,479
| New | +$217K | 0.06% | 187 |
|