EI
Ellevest Inc’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $635K | Sell |
6,412
-3,421
| -35% | -$339K | 0.1% | 152 |
|
|
2025
Q1 | $1.01M | Sell |
9,833
-476
| -5% | -$49.1K | 0.07% | 99 |
|
|
2024
Q4 | $955K | Sell |
10,309
-762
| -7% | -$70.6K | 0.06% | 107 |
|
|
2024
Q3 | $1.15M | Sell |
11,071
-2,491
| -18% | -$259K | 0.06% | 95 |
|
|
2024
Q2 | $1.31M | Buy |
13,562
+1,088
| +9% | +$105K | 0.08% | 74 |
|
|
2024
Q1 | $1.24M | Buy |
12,474
+498
| +4% | +$49.4K | 0.08% | 75 |
|
|
2023
Q4 | $1.07M | Buy |
11,976
+2,781
| +30% | +$249K | 0.07% | 77 |
|
|
2023
Q3 | $738K | Buy |
9,195
+90
| +1% | +$7.23K | 0.06% | 90 |
|
|
2023
Q2 | $810K | Buy |
9,105
+1,447
| +19% | +$129K | 0.06% | 78 |
|
|
2023
Q1 | $646K | Buy |
7,658
+1,611
| +27% | +$136K | 0.05% | 97 |
|
|
2022
Q4 | $474K | Buy |
6,047
+1,701
| +39% | +$133K | 0.04% | 130 |
|
|
2022
Q3 | $277K | Sell |
4,346
-198
| -4% | -$12.6K | 0.03% | 200 |
|
|
2022
Q2 | $321K | Sell |
4,544
-180
| -4% | -$12.7K | 0.03% | 180 |
|
|
2022
Q1 | $364K | Buy |
4,724
+720
| +18% | +$55.5K | 0.03% | 192 |
|
|
2021
Q4 | $349K | Buy |
4,004
+1,457
| +57% | +$127K | 0.03% | 178 |
|
|
2021
Q3 | $210K | Buy |
2,547
+492
| +24% | +$40.6K | 0.02% | 263 |
|
|
2021
Q2 | $168K | Buy |
2,055
+1,295
| +170% | +$106K | 0.02% | 295 |
|
|
2021
Q1 | $52K | Buy |
760
+132
| +21% | +$9.03K | 0.01% | 467 |
|
|
2020
Q4 | $42K | Sell |
628
-67
| -10% | -$4.48K | 0.01% | 504 |
|
|
2020
Q3 | $43K | Buy |
695
+120
| +21% | +$7.42K | 0.01% | 408 |
|
|
2020
Q2 | $33K | Buy |
+575
| New | +$33K | 0.01% | 414 |
|