EOJOAM
E. Ohman J:or Asset Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Hold |
17,300
| – | – | 0.04% | 198 |
|
|
2025
Q1 | $1.79M | Hold |
17,300
| – | – | 0.05% | 191 |
|
|
2024
Q4 | $1.6M | Buy |
17,300
+1,600
| +10% | +$148K | 0.04% | 205 |
|
|
2024
Q3 | $1.63M | Sell |
15,700
-2,250
| -13% | -$234K | 0.04% | 187 |
|
|
2024
Q2 | $1.73M | Buy |
17,950
+1,250
| +7% | +$120K | 0.04% | 172 |
|
|
2024
Q1 | $1.66M | Buy |
16,700
+1,100
| +7% | +$109K | 0.04% | 190 |
|
|
2023
Q4 | $1.4M | Sell |
15,600
-2,400
| -13% | -$215K | 0.05% | 186 |
|
|
2023
Q3 | $1.45M | Hold |
18,000
| – | – | 0.05% | 193 |
|
|
2023
Q2 | $1.6M | Hold |
18,000
| – | – | 0.06% | 184 |
|
|
2023
Q1 | $1.52M | Hold |
18,000
| – | – | 0.06% | 193 |
|
|
2022
Q4 | $1.41M | Hold |
18,000
| – | – | 0.06% | 195 |
|
|
2022
Q3 | $1.15M | Sell |
18,000
-2,100
| -10% | -$134K | 0.05% | 209 |
|
|
2022
Q2 | $1.42M | Buy |
20,100
+2,000
| +11% | +$141K | 0.06% | 181 |
|
|
2022
Q1 | $1.39M | Sell |
18,100
-1,400
| -7% | -$108K | 0.05% | 224 |
|
|
2021
Q4 | $1.7M | Hold |
19,500
| – | – | 0.05% | 221 |
|
|
2021
Q3 | $1.6M | Hold |
19,500
| – | – | 0.05% | 216 |
|
|
2021
Q2 | $1.59M | Buy |
19,500
+4,300
| +28% | +$352K | 0.05% | 217 |
|
|
2021
Q1 | $1.04M | Buy |
15,200
+7,200
| +90% | +$493K | 0.04% | 254 |
|
|
2020
Q4 | $540K | Buy |
+8,000
| New | +$540K | 0.02% | 320 |
|