Deseret Mutual Benefit Administrators’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 | $171K | Hold |
1,729
| – | – | 0.08% | 156 |
|
|
2025
Q1 | $178K | Buy |
1,729
+97
| +6% | +$10K | 0.09% | 145 |
|
|
2024
Q4 | $151K | Sell |
1,632
-17
| -1% | -$1.57K | 0.07% | 166 |
|
|
2024
Q3 | $171K | Sell |
1,649
-100
| -6% | -$10.4K | 0.09% | 152 |
|
|
2024
Q2 | $168K | Buy |
1,749
+69
| +4% | +$6.64K | 0.08% | 150 |
|
|
2024
Q1 | $167K | Buy |
1,680
+36
| +2% | +$3.57K | 0.08% | 150 |
|
|
2023
Q4 | $147K | Sell |
1,644
-557
| -25% | -$49.8K | 0.08% | 150 |
|
|
2023
Q3 | $177K | Sell |
2,201
-27
| -1% | -$2.17K | 0.09% | 144 |
|
|
2023
Q2 | $198K | Buy |
2,228
+48
| +2% | +$4.27K | 0.08% | 145 |
|
|
2023
Q1 | $184K | Buy |
2,180
+104
| +5% | +$8.78K | 0.07% | 150 |
|
|
2022
Q4 | $163K | Sell |
2,076
-1,351
| -39% | -$106K | 0.07% | 161 |
|
|
2022
Q3 | $219K | Sell |
3,427
-495
| -13% | -$31.6K | 0.06% | 186 |
|
|
2022
Q2 | $277K | Buy |
3,922
+648
| +20% | +$45.8K | 0.06% | 191 |
|
|
2022
Q1 | $252K | Sell |
3,274
-492
| -13% | -$37.9K | 0.05% | 218 |
|
|
2021
Q4 | $328K | Buy |
3,766
+966
| +35% | +$84.1K | 0.06% | 208 |
|
|
2021
Q3 | $230K | Buy |
2,800
+2,299
| +459% | +$189K | 0.04% | 240 |
|
|
2021
Q2 | $41K | Buy |
+501
| New | +$41K | 0.01% | 473 |
|