DZ Bank’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 | $183K | Hold |
1,850
| – | – | ﹤0.01% | 821 |
|
|
2025
Q1 | $191K | Sell |
1,850
-57,000
| -97% | -$5.88M | ﹤0.01% | 824 |
|
|
2024
Q4 | $5.45M | Hold |
58,850
| – | – | 0.01% | 401 |
|
|
2024
Q3 | $6.12M | Hold |
58,850
| – | – | 0.01% | 409 |
|
|
2024
Q2 | $5.66M | Sell |
58,850
-7,489
| -11% | -$721K | 0.01% | 417 |
|
|
2024
Q1 | $6.59M | Hold |
66,339
| – | – | 0.01% | 400 |
|
|
2023
Q4 | $5.94M | Hold |
66,339
| – | – | 0.01% | 416 |
|
|
2023
Q3 | $5.33M | Sell |
66,339
-20,000
| -23% | -$1.61M | 0.01% | 421 |
|
|
2023
Q2 | $7.69M | Hold |
86,339
| – | – | 0.01% | 384 |
|
|
2023
Q1 | $7.29M | Buy |
86,339
+778
| +0.9% | +$65.7K | 0.01% | 391 |
|
|
2022
Q4 | $6.7M | Buy |
85,561
+711
| +0.8% | +$55.7K | 0.01% | 394 |
|
|
2022
Q3 | $5.41M | Hold |
84,850
| – | – | 0.01% | 398 |
|
|
2022
Q2 | $6M | Sell |
84,850
-1,066
| -1% | -$75.3K | 0.01% | 392 |
|
|
2022
Q1 | $6.61M | Sell |
85,916
-3,590
| -4% | -$276K | 0.01% | 418 |
|
|
2021
Q4 | $7.73M | Sell |
89,506
-4,032
| -4% | -$348K | 0.01% | 400 |
|
|
2021
Q3 | $7.7M | Buy |
93,538
+987
| +1% | +$81.2K | 0.01% | 403 |
|
|
2021
Q2 | $7.57M | Sell |
92,551
-89,363
| -49% | -$7.31M | 0.01% | 409 |
|
|
2021
Q1 | $12.5M | Buy |
181,914
+4,197
| +2% | +$287K | 0.02% | 291 |
|
|
2020
Q4 | $11.9M | Buy |
177,717
+353
| +0.2% | +$23.6K | 0.03% | 296 |
|
|
2020
Q3 | $11.1M | Sell |
177,364
-6,841
| -4% | -$427K | 0.03% | 273 |
|
|
2020
Q2 | $10.5M | Buy |
+184,205
| New | +$10.5M | 0.03% | 251 |
|