Edmond de Rothschild Holding’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 | $14.9K | Hold |
150
| – | – | ﹤0.01% | 514 |
|
|
2025
Q1 | $15.5K | Hold |
150
| – | – | ﹤0.01% | 521 |
|
|
2024
Q4 | $13.9K | Hold |
150
| – | – | ﹤0.01% | 561 |
|
|
2024
Q3 | $15.6K | Hold |
150
| – | – | ﹤0.01% | 586 |
|
|
2024
Q2 | $14.4K | Hold |
150
| – | – | ﹤0.01% | 624 |
|
|
2024
Q1 | $14.9K | Hold |
150
| – | – | ﹤0.01% | 617 |
|
|
2023
Q4 | $13.4K | Hold |
150
| – | – | ﹤0.01% | 635 |
|
|
2023
Q3 | $12K | Sell |
150
-449
| -75% | -$36.1K | ﹤0.01% | 645 |
|
|
2023
Q2 | $53.3K | Hold |
599
| – | – | ﹤0.01% | 569 |
|
|
2023
Q1 | $50.6K | Buy |
599
+449
| +299% | +$37.9K | ﹤0.01% | 588 |
|
|
2022
Q4 | $11.7K | Hold |
150
| – | – | ﹤0.01% | 736 |
|
|
2022
Q3 | $10K | Sell |
150
-250
| -63% | -$16.7K | ﹤0.01% | 767 |
|
|
2022
Q2 | $29K | Sell |
400
-1,940
| -83% | -$141K | ﹤0.01% | 711 |
|
|
2022
Q1 | $181K | Buy |
2,340
+615
| +36% | +$47.6K | ﹤0.01% | 512 |
|
|
2021
Q4 | $150K | Hold |
1,725
| – | – | ﹤0.01% | 574 |
|
|
2021
Q3 | $142K | Buy |
1,725
+1,325
| +331% | +$109K | ﹤0.01% | 583 |
|
|
2021
Q2 | $32K | Hold |
400
| – | – | ﹤0.01% | 689 |
|
|
2021
Q1 | $27K | Sell |
400
-1,270
| -76% | -$85.7K | ﹤0.01% | 653 |
|
|
2020
Q4 | $112K | Hold |
1,670
| – | – | ﹤0.01% | 496 |
|
|
2020
Q3 | $104K | Hold |
1,670
| – | – | ﹤0.01% | 462 |
|
|
2020
Q2 | $96K | Buy |
+1,670
| New | +$96K | ﹤0.01% | 440 |
|