CreativeOne Wealth’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 | $272K | Sell |
2,747
-22
| -0.8% | -$2.18K | 0.01% | 961 |
|
|
2025
Q1 | $286K | Sell |
2,769
-148
| -5% | -$15.3K | 0.01% | 883 |
|
|
2024
Q4 | $270K | Buy |
2,917
+707
| +32% | +$65.5K | 0.01% | 921 |
|
|
2024
Q3 | $230K | Buy |
+2,210
| New | +$230K | 0.01% | 863 |
|
|
2024
Q2 | – | Sell |
-2,904
| Closed | -$288K | – | 875 |
|
|
2024
Q1 | $288K | Buy |
+2,904
| New | +$288K | 0.01% | 732 |
|
|
2023
Q3 | – | Sell |
-2,682
| Closed | -$239K | – | 752 |
|
|
2023
Q2 | $239K | Buy |
2,682
+168
| +7% | +$15K | 0.01% | 716 |
|
|
2023
Q1 | $212K | Sell |
2,514
-2,424
| -49% | -$204K | 0.01% | 736 |
|
|
2022
Q4 | $387K | Buy |
+4,938
| New | +$387K | 0.02% | 500 |
|
|
2022
Q3 | – | Sell |
-6,827
| Closed | -$482K | – | 752 |
|
|
2022
Q2 | $482K | Buy |
6,827
+1,244
| +22% | +$87.8K | 0.03% | 428 |
|
|
2022
Q1 | $430K | Buy |
5,583
+305
| +6% | +$23.5K | 0.02% | 471 |
|
|
2021
Q4 | $460K | Buy |
5,278
+270
| +5% | +$23.5K | 0.02% | 475 |
|
|
2021
Q3 | $412K | Buy |
5,008
+371
| +8% | +$30.5K | 0.02% | 458 |
|
|
2021
Q2 | $379K | Buy |
+4,637
| New | +$379K | 0.02% | 464 |
|