Creative Planning’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 | $18.1M | Buy |
182,587
+15,223
| +9% | +$1.51M | 0.02% | 361 |
|
|
2025
Q1 | $17.3M | Buy |
167,364
+12,321
| +8% | +$1.27M | 0.02% | 355 |
|
|
2024
Q4 | $14.4M | Buy |
155,043
+5,262
| +4% | +$487K | 0.01% | 360 |
|
|
2024
Q3 | $15.6M | Sell |
149,781
-5,592
| -4% | -$581K | 0.02% | 329 |
|
|
2024
Q2 | $15M | Buy |
155,373
+5,067
| +3% | +$488K | 0.02% | 316 |
|
|
2024
Q1 | $14.9M | Buy |
150,306
+923
| +0.6% | +$91.6K | 0.02% | 315 |
|
|
2023
Q4 | $13.4M | Buy |
149,383
+5,873
| +4% | +$525K | 0.02% | 324 |
|
|
2023
Q3 | $11.5M | Sell |
143,510
-6,225
| -4% | -$500K | 0.02% | 325 |
|
|
2023
Q2 | $13.3M | Buy |
149,735
+289
| +0.2% | +$25.7K | 0.02% | 292 |
|
|
2023
Q1 | $12.6M | Sell |
149,446
-4,571
| -3% | -$386K | 0.02% | 295 |
|
|
2022
Q4 | $12.1M | Sell |
154,017
-12,086
| -7% | -$946K | 0.02% | 299 |
|
|
2022
Q3 | $10.6M | Sell |
166,103
-1,096
| -0.7% | -$69.9K | 0.02% | 293 |
|
|
2022
Q2 | $11.8M | Sell |
167,199
-5,564
| -3% | -$393K | 0.02% | 287 |
|
|
2022
Q1 | $13.3M | Buy |
172,763
+134,037
| +346% | +$10.3M | 0.02% | 280 |
|
|
2021
Q4 | $3.37M | Sell |
38,726
-38,794
| -50% | -$3.38M | 0.01% | 528 |
|
|
2021
Q3 | $6.38M | Buy |
77,520
+609
| +0.8% | +$50.1K | 0.01% | 356 |
|
|
2021
Q2 | $6.29M | Sell |
76,911
-910
| -1% | -$74.4K | 0.01% | 354 |
|
|
2021
Q1 | $5.33M | Buy |
77,821
+10,831
| +16% | +$741K | 0.01% | 403 |
|
|
2020
Q4 | $4.53M | Buy |
66,990
+28,600
| +74% | +$1.93M | 0.01% | 396 |
|
|
2020
Q3 | $2.4M | Sell |
38,390
-2,007
| -5% | -$125K | 0.01% | 492 |
|
|
2020
Q2 | $2.3M | Buy |
+40,397
| New | +$2.3M | 0.01% | 449 |
|