Farther Finance 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 | $297K | Buy |
2,996
+151
| +5% | +$15K | 0.01% | 1199 |
|
|
2025
Q1 | $296K | Buy |
2,845
+1,466
| +106% | +$153K | 0.01% | 1039 |
|
|
2024
Q4 | $128K | Sell |
1,379
-240
| -15% | -$22.2K | ﹤0.01% | 1206 |
|
|
2024
Q3 | $168K | Buy |
1,619
+64
| +4% | +$6.65K | 0.01% | 1065 |
|
|
2024
Q2 | $148K | Buy |
1,555
+446
| +40% | +$42.3K | 0.01% | 968 |
|
|
2024
Q1 | $109K | Sell |
1,109
-912
| -45% | -$89.9K | 0.01% | 922 |
|
|
2023
Q4 | $181K | Buy |
2,021
+442
| +28% | +$39.5K | 0.01% | 579 |
|
|
2023
Q3 | $127K | Buy |
1,579
+1,172
| +288% | +$94.1K | 0.02% | 488 |
|
|
2023
Q2 | $36.2K | Buy |
407
+38
| +10% | +$3.38K | 0.01% | 773 |
|
|
2023
Q1 | $31.1K | Buy |
369
+247
| +202% | +$20.8K | 0.01% | 758 |
|
|
2022
Q4 | $9.55K | Buy |
+122
| New | +$9.55K | ﹤0.01% | 959 |
|