Envestnet Portfolio Solutions’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 | $1.66M | Sell |
16,737
-2,066
| -11% | -$205K | 0.01% | 622 |
|
|
2025
Q1 | $1.94M | Sell |
18,803
-5,810
| -24% | -$600K | 0.01% | 591 |
|
|
2024
Q4 | $2.28M | Buy |
24,613
+1,243
| +5% | +$115K | 0.01% | 622 |
|
|
2024
Q3 | $2.43M | Buy |
23,370
+1,442
| +7% | +$150K | 0.01% | 599 |
|
|
2024
Q2 | $2.11M | Sell |
21,928
-905
| -4% | -$87.1K | 0.01% | 618 |
|
|
2024
Q1 | $2.27M | Buy |
22,833
+4,104
| +22% | +$407K | 0.01% | 595 |
|
|
2023
Q4 | $1.68M | Buy |
18,729
+1,501
| +9% | +$134K | 0.01% | 635 |
|
|
2023
Q3 | $1.38M | Buy |
+17,228
| New | +$1.38M | 0.01% | 660 |
|