Crossmark Global Holdings’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 | $2.31M | Sell |
23,378
-671
| -3% | -$66.4K | 0.04% | 393 |
|
|
2025
Q1 | $2.48M | Sell |
24,049
-314
| -1% | -$32.4K | 0.04% | 366 |
|
|
2024
Q4 | $2.26M | Sell |
24,363
-70
| -0.3% | -$6.49K | 0.04% | 372 |
|
|
2024
Q3 | $2.54M | Buy |
24,433
+292
| +1% | +$30.4K | 0.05% | 360 |
|
|
2024
Q2 | $2.32M | Sell |
24,141
-9,949
| -29% | -$958K | 0.04% | 369 |
|
|
2024
Q1 | $3.38M | Sell |
34,090
-11,459
| -25% | -$1.14M | 0.06% | 300 |
|
|
2023
Q4 | $4.08M | Sell |
45,549
-1,004
| -2% | -$89.8K | 0.08% | 252 |
|
|
2023
Q3 | $3.74M | Buy |
46,553
+3,320
| +8% | +$267K | 0.08% | 252 |
|
|
2023
Q2 | $3.89M | Sell |
43,233
-306
| -0.7% | -$27.6K | 0.08% | 259 |
|
|
2023
Q1 | $3.68M | Buy |
43,539
+18,591
| +75% | +$1.57M | 0.09% | 256 |
|
|
2022
Q4 | $1.95M | Sell |
24,948
-97
| -0.4% | -$7.6K | 0.05% | 400 |
|
|
2022
Q3 | $1.6M | Sell |
25,045
-4,124
| -14% | -$263K | 0.04% | 425 |
|
|
2022
Q2 | $2.06M | Sell |
29,169
-890
| -3% | -$62.9K | 0.05% | 375 |
|
|
2022
Q1 | $2.31M | Buy |
30,059
+2,230
| +8% | +$172K | 0.05% | 371 |
|
|
2021
Q4 | $2.42M | Buy |
27,829
+3,621
| +15% | +$315K | 0.05% | 354 |
|
|
2021
Q3 | $1.99M | Buy |
24,208
+90
| +0.4% | +$7.41K | 0.05% | 386 |
|
|
2021
Q2 | $1.97M | Sell |
24,118
-39
| -0.2% | -$3.19K | 0.05% | 382 |
|
|
2021
Q1 | $1.65M | Sell |
24,157
-750
| -3% | -$51.4K | 0.04% | 436 |
|
|
2020
Q4 | $1.68M | Buy |
24,907
+220
| +0.9% | +$14.9K | 0.04% | 414 |
|
|
2020
Q3 | $1.54M | Sell |
24,687
-889
| -3% | -$55.5K | 0.04% | 409 |
|
|
2020
Q2 | $1.45M | Buy |
+25,576
| New | +$1.45M | 0.04% | 419 |
|