Ethic Inc’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 | $5.06M | Sell |
51,857
-16,545
| -24% | -$1.61M | 0.09% | 234 |
|
|
2025
Q1 | $7.12M | Sell |
68,402
-5,459
| -7% | -$568K | 0.14% | 158 |
|
|
2024
Q4 | $6.84M | Buy |
73,861
+2,622
| +4% | +$243K | 0.14% | 155 |
|
|
2024
Q3 | $7.07M | Sell |
71,239
-9,164
| -11% | -$910K | 0.18% | 121 |
|
|
2024
Q2 | $7.74M | Buy |
80,403
+9,164
| +13% | +$882K | 0.18% | 114 |
|
|
2024
Q1 | $7.07M | Buy |
71,239
+4,668
| +7% | +$463K | 0.18% | 121 |
|
|
2023
Q4 | $5.96M | Sell |
66,571
-2,391
| -3% | -$214K | 0.18% | 132 |
|
|
2023
Q3 | $5.54M | Buy |
68,962
+13,624
| +25% | +$1.09M | 0.19% | 115 |
|
|
2023
Q2 | $4.93M | Buy |
55,338
+3,321
| +6% | +$296K | 0.18% | 128 |
|
|
2023
Q1 | $4.39M | Buy |
52,017
+15,492
| +42% | +$1.31M | 0.18% | 138 |
|
|
2022
Q4 | $2.86M | Sell |
36,525
-2,097
| -5% | -$164K | 0.15% | 174 |
|
|
2022
Q3 | $2.46M | Buy |
38,622
+415
| +1% | +$26.5K | 0.17% | 153 |
|
|
2022
Q2 | $2.7M | Buy |
38,207
+8,598
| +29% | +$608K | 0.19% | 132 |
|
|
2022
Q1 | $2.28M | Buy |
29,609
+9,402
| +47% | +$723K | 0.16% | 164 |
|
|
2021
Q4 | $1.76M | Buy |
20,207
+4,602
| +29% | +$401K | 0.14% | 183 |
|
|
2021
Q3 | $1.28M | Buy |
15,605
+2,744
| +21% | +$226K | 0.13% | 189 |
|
|
2021
Q2 | $1.05M | Buy |
12,861
+5,672
| +79% | +$464K | 0.13% | 201 |
|
|
2021
Q1 | $492K | Buy |
7,189
+2,798
| +64% | +$191K | 0.09% | 283 |
|
|
2020
Q4 | $297K | Buy |
4,391
+609
| +16% | +$41.2K | 0.08% | 303 |
|
|
2020
Q3 | $236K | Buy |
+3,782
| New | +$236K | 0.09% | 274 |
|