Geneos Wealth Management’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 | $208K | Sell |
2,097
-2,114
| -50% | -$209K | 0.01% | 977 |
|
|
2025
Q1 | $435K | Buy |
4,211
+3,011
| +251% | +$311K | 0.01% | 943 |
|
|
2024
Q4 | $111K | Sell |
1,200
-129
| -10% | -$11.9K | ﹤0.01% | 1032 |
|
|
2024
Q3 | $138K | Buy |
1,329
+221
| +20% | +$23K | 0.01% | 869 |
|
|
2024
Q2 | $107K | Sell |
1,108
-18
| -2% | -$1.73K | ﹤0.01% | 852 |
|
|
2024
Q1 | $112K | Buy |
1,126
+18
| +2% | +$1.79K | 0.01% | 827 |
|
|
2023
Q4 | $99.1K | Sell |
1,108
-104
| -9% | -$9.31K | ﹤0.01% | 842 |
|
|
2023
Q3 | $97.3K | Sell |
1,212
-21
| -2% | -$1.69K | 0.01% | 880 |
|
|
2023
Q2 | $110K | Buy |
1,233
+119
| +11% | +$10.6K | 0.01% | 851 |
|
|
2023
Q1 | $94K | Sell |
1,114
-44
| -4% | -$3.71K | 0.01% | 862 |
|
|
2022
Q4 | $90.7K | Sell |
1,158
-40
| -3% | -$3.13K | 0.01% | 853 |
|
|
2022
Q3 | $76K | Sell |
1,198
-1,594
| -57% | -$101K | 0.01% | 883 |
|
|
2022
Q2 | $200K | Sell |
2,792
-35
| -1% | -$2.51K | 0.01% | 747 |
|
|
2022
Q1 | $217K | Sell |
2,827
-131
| -4% | -$10.1K | 0.01% | 772 |
|
|
2021
Q4 | $257K | Sell |
2,958
-12
| -0.4% | -$1.04K | 0.01% | 774 |
|
|
2021
Q3 | $245K | Sell |
2,970
-2
| -0.1% | -$165 | 0.01% | 779 |
|
|
2021
Q2 | $245K | Sell |
2,972
-296
| -9% | -$24.4K | 0.01% | 769 |
|
|
2021
Q1 | $254K | Sell |
3,268
-192
| -6% | -$14.9K | 0.01% | 871 |
|
|
2020
Q4 | $233K | Buy |
3,460
+70
| +2% | +$4.71K | 0.01% | 778 |
|
|
2020
Q3 | $208K | Sell |
3,390
-1,452
| -30% | -$89.1K | 0.01% | 679 |
|
|
2020
Q2 | $270K | Buy |
+4,842
| New | +$270K | 0.02% | 576 |
|