First Horizon 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 | $231K | Buy |
2,332
+300
| +15% | +$29.7K | 0.01% | 487 |
|
|
2025
Q1 | $210K | Sell |
2,032
-2,151
| -51% | -$222K | 0.01% | 498 |
|
|
2024
Q4 | $387K | Buy |
4,183
+19
| +0.5% | +$1.76K | 0.01% | 382 |
|
|
2024
Q3 | $433K | Buy |
4,164
+24
| +0.6% | +$2.5K | 0.01% | 373 |
|
|
2024
Q2 | $399K | Buy |
4,140
+671
| +19% | +$64.6K | 0.01% | 372 |
|
|
2024
Q1 | $344K | Buy |
3,469
+278
| +9% | +$27.6K | 0.01% | 400 |
|
|
2023
Q4 | $285K | Buy |
3,191
+351
| +12% | +$31.4K | 0.01% | 415 |
|
|
2023
Q3 | $228K | Buy |
2,840
+12
| +0.4% | +$964 | 0.01% | 436 |
|
|
2023
Q2 | $252K | Sell |
2,828
-74
| -3% | -$6.59K | 0.01% | 437 |
|
|
2023
Q1 | $245K | Sell |
2,902
-41
| -1% | -$3.46K | 0.01% | 434 |
|
|
2022
Q4 | $230K | Sell |
2,943
-26
| -0.9% | -$2.04K | 0.01% | 431 |
|
|
2022
Q3 | $189K | Sell |
2,969
-507
| -15% | -$32.3K | 0.01% | 449 |
|
|
2022
Q2 | $245K | Buy |
3,476
+355
| +11% | +$25K | 0.01% | 436 |
|
|
2022
Q1 | $241K | Sell |
3,121
-198
| -6% | -$15.3K | 0.01% | 359 |
|
|
2021
Q4 | $289K | Sell |
3,319
-270
| -8% | -$23.5K | 0.01% | 441 |
|
|
2021
Q3 | $295K | Buy |
3,589
+3,194
| +809% | +$263K | 0.01% | 434 |
|
|
2021
Q2 | $32K | Sell |
395
-66
| -14% | -$5.35K | ﹤0.01% | 939 |
|
|
2021
Q1 | $31K | Sell |
461
-42
| -8% | -$2.82K | ﹤0.01% | 915 |
|
|
2020
Q4 | $34K | Sell |
503
-540
| -52% | -$36.5K | ﹤0.01% | 724 |
|
|
2020
Q3 | $65K | Sell |
1,043
-903
| -46% | -$56.3K | ﹤0.01% | 475 |
|
|
2020
Q2 | $110K | Buy |
+1,946
| New | +$110K | 0.01% | 381 |
|