Equitable Holdings’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 | $247K | Sell |
2,497
-61
| -2% | -$6.04K | ﹤0.01% | 1278 |
|
|
2025
Q1 | $264K | Sell |
2,558
-46
| -2% | -$4.75K | ﹤0.01% | 1143 |
|
|
2024
Q4 | $241K | Sell |
2,604
-93
| -3% | -$8.61K | ﹤0.01% | 1133 |
|
|
2024
Q3 | $280K | Buy |
2,697
+214
| +9% | +$22.2K | ﹤0.01% | 1066 |
|
|
2024
Q2 | $239K | Sell |
2,483
-70
| -3% | -$6.74K | ﹤0.01% | 1072 |
|
|
2024
Q1 | $253K | Sell |
2,553
-267
| -9% | -$26.5K | ﹤0.01% | 1013 |
|
|
2023
Q4 | $252K | Buy |
2,820
+87
| +3% | +$7.78K | ﹤0.01% | 989 |
|
|
2023
Q3 | $219K | Buy |
2,733
+421
| +18% | +$33.8K | ﹤0.01% | 974 |
|
|
2023
Q2 | $206K | Buy |
+2,312
| New | +$206K | ﹤0.01% | 979 |
|