Founders Financial Securities’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 | $308K | Buy |
3,107
+15
| +0.5% | +$1.49K | 0.02% | 411 |
|
|
2025
Q1 | $290K | Buy |
3,092
+125
| +4% | +$11.7K | 0.02% | 399 |
|
|
2024
Q4 | $275K | Buy |
2,967
+231
| +8% | +$21.4K | 0.02% | 388 |
|
|
2024
Q3 | $284K | Sell |
2,736
-130
| -5% | -$13.5K | 0.03% | 375 |
|
|
2024
Q2 | $276K | Sell |
2,866
-12
| -0.4% | -$1.16K | 0.03% | 360 |
|
|
2024
Q1 | $286K | Hold |
2,878
| – | – | 0.03% | 328 |
|
|
2023
Q4 | $257K | Buy |
2,878
+201
| +8% | +$18K | 0.03% | 324 |
|
|
2023
Q3 | $215K | Buy |
+2,677
| New | +$215K | 0.03% | 300 |
|
|
2022
Q4 | – | Sell |
-4,025
| Closed | -$257K | – | 333 |
|
|
2022
Q3 | $257K | Buy |
4,025
+233
| +6% | +$14.9K | 0.05% | 251 |
|
|
2022
Q2 | $268K | Buy |
3,792
+296
| +8% | +$20.9K | 0.05% | 209 |
|
|
2022
Q1 | $269K | Buy |
3,496
+231
| +7% | +$17.8K | 0.05% | 227 |
|
|
2021
Q4 | $284K | Buy |
3,265
+181
| +6% | +$15.7K | 0.05% | 217 |
|
|
2021
Q3 | $254K | Buy |
3,084
+70
| +2% | +$5.77K | 0.05% | 227 |
|
|
2021
Q2 | $246K | Buy |
+3,014
| New | +$246K | 0.05% | 256 |
|