Evoke Wealth’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 | $3.97M | Sell |
40,111
-1,014
| -2% | -$100K | 0.09% | 90 |
|
|
2025
Q1 | $4.24M | Sell |
41,125
-4,922
| -11% | -$508K | 0.11% | 77 |
|
|
2024
Q4 | $4.26M | Sell |
46,047
-2,260
| -5% | -$209K | 0.12% | 77 |
|
|
2024
Q3 | $5.02M | Buy |
+48,307
| New | +$5.02M | 0.14% | 70 |
|
|
2024
Q2 | – | Sell |
-58,980
| Closed | -$5.85M | – | 304 |
|
|
2024
Q1 | $5.85M | Buy |
58,980
+56,022
| +1,894% | +$5.56M | 0.17% | 60 |
|
|
2023
Q4 | $265K | Sell |
2,958
-77,312
| -96% | -$6.92M | 0.43% | 56 |
|
|
2023
Q3 | $6.45M | Sell |
80,270
-4,181
| -5% | -$336K | 0.23% | 51 |
|
|
2023
Q2 | $7.52M | Sell |
84,451
-13,318
| -14% | -$1.19M | 0.26% | 43 |
|
|
2023
Q1 | $7.5M | Sell |
97,769
-5,164
| -5% | -$396K | 0.27% | 42 |
|
|
2022
Q4 | $7.42M | Sell |
102,933
-7,316
| -7% | -$528K | 0.27% | 47 |
|
|
2022
Q3 | $7.03M | Sell |
110,249
-13,845
| -11% | -$882K | 0.28% | 41 |
|
|
2022
Q2 | $8.77M | Buy |
124,094
+5,625
| +5% | +$398K | 0.32% | 38 |
|
|
2022
Q1 | $9.12M | Buy |
118,469
+16,373
| +16% | +$1.26M | 0.3% | 43 |
|
|
2021
Q4 | $8.88M | Buy |
102,096
+55,021
| +117% | +$4.79M | 0.28% | 46 |
|
|
2021
Q3 | $3.86M | Sell |
47,075
-675
| -1% | -$55.4K | 0.15% | 80 |
|
|
2021
Q2 | $3.9M | Buy |
47,750
+2,266
| +5% | +$185K | 0.15% | 83 |
|
|
2021
Q1 | $3.11M | Buy |
45,484
+43,993
| +2,951% | +$3.01M | 0.14% | 88 |
|
|
2020
Q4 | $101K | Hold |
1,491
| – | – | 0.01% | 299 |
|
|
2020
Q3 | $93K | Sell |
1,491
-109
| -7% | -$6.8K | 0.01% | 294 |
|
|
2020
Q2 | $94K | Buy |
+1,600
| New | +$94K | 0.01% | 279 |
|