EGM
Engineers Gate Manager’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.3M | Buy |
+195,342
| New | +$19.3M | 0.24% | 88 |
|
|
2025
Q1 | – | Sell |
-145,157
| Closed | -$13.4M | – | 2462 |
|
|
2024
Q4 | $13.4M | Buy |
+145,157
| New | +$13.4M | 0.23% | 99 |
|
|
2024
Q3 | – | Sell |
-22,123
| Closed | -$2.13M | – | 2319 |
|
|
2024
Q2 | $2.13M | Buy |
22,123
+4,914
| +29% | +$473K | 0.05% | 526 |
|
|
2024
Q1 | $1.71M | Buy |
17,209
+2,979
| +21% | +$296K | 0.05% | 545 |
|
|
2023
Q4 | $1.27M | Sell |
14,230
-61,715
| -81% | -$5.52M | 0.04% | 663 |
|
|
2023
Q3 | $6.1M | Buy |
75,945
+3,275
| +5% | +$263K | 0.23% | 91 |
|
|
2023
Q2 | $6.47M | Buy |
72,670
+65,602
| +928% | +$5.84M | 0.24% | 84 |
|
|
2023
Q1 | $597K | Buy |
+7,068
| New | +$597K | 0.02% | 886 |
|
|
2022
Q4 | – | Sell |
-32,038
| Closed | -$2.04M | – | 1943 |
|
|
2022
Q3 | $2.04M | Buy |
32,038
+8,169
| +34% | +$521K | 0.13% | 190 |
|
|
2022
Q2 | $1.69M | Sell |
23,869
-14,241
| -37% | -$1.01M | 0.06% | 426 |
|
|
2022
Q1 | $2.93M | Buy |
38,110
+16,680
| +78% | +$1.28M | 0.11% | 212 |
|
|
2021
Q4 | $1.87M | Sell |
21,430
-5,851
| -21% | -$509K | 0.08% | 305 |
|
|
2021
Q3 | $2.25M | Buy |
27,281
+10,282
| +60% | +$846K | 0.13% | 198 |
|
|
2021
Q2 | $1.39M | Sell |
16,999
-9,303
| -35% | -$761K | 0.09% | 294 |
|
|
2021
Q1 | $1.8M | Sell |
26,302
-47,130
| -64% | -$3.23M | 0.09% | 308 |
|
|
2020
Q4 | $4.96M | Sell |
73,432
-22,252
| -23% | -$1.5M | 0.22% | 90 |
|
|
2020
Q3 | $5.97M | Buy |
95,684
+73,531
| +332% | +$4.59M | 0.28% | 47 |
|
|
2020
Q2 | $1.26M | Buy |
+22,153
| New | +$1.26M | 0.06% | 484 |
|