Financial Advisors Network’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 | $4.99M | Buy |
50,386
+2,478
| +5% | +$245K | 0.75% | 31 |
|
|
2025
Q1 | $4.94M | Buy |
47,908
+40,522
| +549% | +$4.18M | 0.82% | 29 |
|
|
2024
Q4 | $684K | Buy |
+7,386
| New | +$684K | 0.11% | 83 |
|
|
2023
Q4 | $3.61M | Buy |
40,389
+2,139
| +6% | +$191K | 0.73% | 35 |
|
|
2023
Q3 | $3.07M | Buy |
+38,250
| New | +$3.07M | 0.69% | 37 |
|
|
2022
Q4 | $2.82M | Buy |
35,970
+344
| +1% | +$26.9K | 0.75% | 28 |
|
|
2022
Q3 | $2.27M | Buy |
35,626
+44
| +0.1% | +$2.81K | 0.67% | 30 |
|
|
2022
Q2 | $2.52M | Buy |
35,582
+317
| +0.9% | +$22.4K | 0.7% | 29 |
|
|
2022
Q1 | $2.71M | Buy |
+35,265
| New | +$2.71M | 0.67% | 31 |
|