EP Wealth Advisors’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 | $952K | Buy |
9,619
+2,200
| +30% | +$218K | 0.01% | 574 |
|
|
2025
Q1 | $766K | Buy |
7,419
+794
| +12% | +$81.9K | 0.01% | 565 |
|
|
2024
Q4 | $614K | Buy |
6,625
+218
| +3% | +$20.2K | 0.01% | 632 |
|
|
2024
Q3 | $666K | Buy |
6,407
+428
| +7% | +$44.5K | 0.01% | 604 |
|
|
2024
Q2 | $576K | Buy |
5,979
+1,502
| +34% | +$145K | 0.01% | 505 |
|
|
2024
Q1 | $444K | Buy |
4,477
+50
| +1% | +$4.96K | 0.01% | 536 |
|
|
2023
Q4 | $396K | Buy |
4,427
+208
| +5% | +$18.6K | 0.01% | 549 |
|
|
2023
Q3 | $339K | Sell |
4,219
-6,803
| -62% | -$546K | 0.01% | 537 |
|
|
2023
Q2 | $363K | Buy |
11,022
+9,846
| +837% | +$324K | 0.01% | 526 |
|
|
2023
Q1 | $998K | Sell |
1,176
-1,645
| -58% | -$1.4M | 0.02% | 305 |
|
|
2022
Q4 | $221K | Buy |
+2,821
| New | +$221K | ﹤0.01% | 530 |
|