Empirical Finance’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 | $1.43M | Buy |
14,462
+89
| +0.6% | +$8.81K | 0.08% | 235 |
|
|
2025
Q1 | $1.48M | Buy |
14,373
+333
| +2% | +$34.4K | 0.09% | 210 |
|
|
2024
Q4 | $1.3M | Sell |
14,040
-176
| -1% | -$16.3K | 0.08% | 218 |
|
|
2024
Q3 | $1.48M | Buy |
14,216
+276
| +2% | +$28.7K | 0.09% | 202 |
|
|
2024
Q2 | $1.34M | Sell |
13,940
-1,089
| -7% | -$105K | 0.08% | 198 |
|
|
2024
Q1 | $1.49M | Buy |
15,029
+495
| +3% | +$49.1K | 0.09% | 205 |
|
|
2023
Q4 | $1.3M | Buy |
14,534
+106
| +0.7% | +$9.48K | 0.09% | 207 |
|
|
2023
Q3 | $1.16M | Buy |
14,428
+1,435
| +11% | +$115K | 0.09% | 212 |
|
|
2023
Q2 | $1.16M | Buy |
12,993
+1,452
| +13% | +$129K | 0.09% | 208 |
|
|
2023
Q1 | $974K | Buy |
11,541
+583
| +5% | +$49.2K | 0.09% | 215 |
|
|
2022
Q4 | $858K | Buy |
10,958
+872
| +9% | +$68.3K | 0.09% | 229 |
|
|
2022
Q3 | $643K | Buy |
10,086
+1,704
| +20% | +$109K | 0.08% | 255 |
|
|
2022
Q2 | $592K | Buy |
8,382
+464
| +6% | +$32.8K | 0.08% | 243 |
|
|
2022
Q1 | $609K | Buy |
7,918
+901
| +13% | +$69.3K | 0.07% | 264 |
|
|
2021
Q4 | $611K | Buy |
7,017
+1,980
| +39% | +$172K | 0.07% | 253 |
|
|
2021
Q3 | $414K | Buy |
5,037
+303
| +6% | +$24.9K | 0.06% | 291 |
|
|
2021
Q2 | $387K | Buy |
4,734
+720
| +18% | +$58.9K | 0.06% | 287 |
|
|
2021
Q1 | $271K | Hold |
4,014
| – | – | 0.05% | 285 |
|
|
2020
Q4 | $271K | Buy |
4,014
+726
| +22% | +$49K | 0.05% | 285 |
|
|
2020
Q3 | $205K | Buy |
+3,288
| New | +$205K | 0.04% | 281 |
|