Financial Perspectives’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 | $17.8K | Hold |
180
| – | – | 0.01% | 437 |
|
|
2025
Q1 | $18.6K | Hold |
180
| – | – | 0.01% | 423 |
|
|
2024
Q4 | $16.7K | Hold |
180
| – | – | 0.01% | 438 |
|
|
2024
Q3 | $18.7K | Hold |
180
| – | – | 0.01% | 397 |
|
|
2024
Q2 | $17.3K | Hold |
180
| – | – | 0.01% | 399 |
|
|
2024
Q1 | $17.9K | Hold |
180
| – | – | 0.01% | 394 |
|
|
2023
Q4 | $16.1K | Hold |
180
| – | – | 0.01% | 405 |
|
|
2023
Q3 | $14.5K | Hold |
180
| – | – | 0.01% | 400 |
|
|
2023
Q2 | $16K | Hold |
180
| – | – | 0.01% | 390 |
|
|
2023
Q1 | $15.2K | Hold |
180
| – | – | 0.01% | 398 |
|
|
2022
Q4 | $14.1K | Hold |
180
| – | – | 0.01% | 398 |
|
|
2022
Q3 | $11.5K | Hold |
180
| – | – | 0.01% | 418 |
|
|
2022
Q2 | $12.7K | Hold |
180
| – | – | 0.01% | 412 |
|
|
2022
Q1 | $13.9K | Hold |
180
| – | – | 0.01% | 418 |
|
|
2021
Q4 | $15.7K | Hold |
180
| – | – | 0.01% | 388 |
|
|
2021
Q3 | $14.8K | Sell |
180
-14
| -7% | -$1.15K | 0.01% | 394 |
|
|
2021
Q2 | $15.9K | Sell |
194
-13,085
| -99% | -$1.07M | 0.01% | 406 |
|
|
2021
Q1 | $194K | Buy |
13,279
+13,085
| +6,745% | +$191K | 0.01% | 411 |
|
|
2020
Q4 | $13.1K | Buy |
194
+14
| +8% | +$946 | 0.01% | 377 |
|
|
2020
Q3 | $11.2K | Hold |
180
| – | – | 0.01% | 358 |
|
|
2020
Q2 | $10.2K | Buy |
+180
| New | +$10.2K | 0.01% | 348 |
|