Covestor’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 | $107K | Sell |
1,082
-201
| -16% | -$19.9K | 0.06% | 521 |
|
|
2025
Q1 | $132K | Buy |
1,283
+1,047
| +444% | +$108K | 0.09% | 324 |
|
|
2024
Q4 | $22K | Sell |
236
-850
| -78% | -$79.2K | 0.01% | 1156 |
|
|
2024
Q3 | $113K | Sell |
1,086
-3
| -0.3% | -$312 | 0.07% | 456 |
|
|
2024
Q2 | $105K | Sell |
1,089
-1
| -0.1% | -$96 | 0.07% | 456 |
|
|
2024
Q1 | $108K | Buy |
1,090
+80
| +8% | +$7.93K | 0.07% | 491 |
|
|
2023
Q4 | $90K | Buy |
1,010
+229
| +29% | +$20.4K | 0.06% | 568 |
|
|
2023
Q3 | $63K | Sell |
781
-4
| -0.5% | -$323 | 0.05% | 661 |
|
|
2023
Q2 | $70K | Buy |
785
+8
| +1% | +$713 | 0.05% | 634 |
|
|
2023
Q1 | $66K | Sell |
777
-136
| -15% | -$11.6K | 0.06% | 600 |
|
|
2022
Q4 | $72K | Buy |
913
+124
| +16% | +$9.78K | 0.06% | 572 |
|
|
2022
Q3 | $50K | Buy |
789
+530
| +205% | +$33.6K | 0.04% | 699 |
|
|
2022
Q2 | $18K | Buy |
259
+4
| +2% | +$278 | 0.01% | 1000 |
|
|
2022
Q1 | $20K | Buy |
255
+128
| +101% | +$10K | 0.01% | 1056 |
|
|
2021
Q4 | $11K | Buy |
+127
| New | +$11K | 0.02% | 993 |
|