Glen Eagle 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 | $15.2K | Hold |
154
| – | – | ﹤0.01% | 589 |
|
|
2025
Q1 | $15.9K | Buy |
154
+6
| +4% | +$618 | ﹤0.01% | 575 |
|
|
2024
Q4 | $13.7K | Sell |
148
-60
| -29% | -$5.56K | ﹤0.01% | 604 |
|
|
2024
Q3 | $21.6K | Hold |
208
| – | – | ﹤0.01% | 550 |
|
|
2024
Q2 | $20K | Hold |
208
| – | – | ﹤0.01% | 543 |
|
|
2024
Q1 | $20.7K | Hold |
208
| – | – | ﹤0.01% | 547 |
|
|
2023
Q4 | $18.6K | Sell |
208
-42
| -17% | -$3.76K | ﹤0.01% | 540 |
|
|
2023
Q3 | $20.1K | Sell |
250
-25
| -9% | -$2.01K | ﹤0.01% | 525 |
|
|
2023
Q2 | $24.5K | Sell |
275
-15
| -5% | -$1.34K | 0.01% | 494 |
|
|
2023
Q1 | $24.4K | Buy |
290
+15
| +5% | +$1.26K | 0.01% | 478 |
|
|
2022
Q4 | $21.5K | Sell |
275
-20
| -7% | -$1.57K | 0.01% | 485 |
|
|
2022
Q3 | $18.8K | Hold |
295
| – | – | 0.01% | 495 |
|
|
2022
Q2 | $20.8K | Hold |
295
| – | – | 0.01% | 494 |
|
|
2022
Q1 | $22.7K | Hold |
295
| – | – | 0.01% | 494 |
|
|
2021
Q4 | $25.7K | Sell |
295
-20
| -6% | -$1.74K | 0.01% | 474 |
|
|
2021
Q3 | $25.9K | Hold |
315
| – | – | 0.01% | 503 |
|
|
2021
Q2 | $25.8K | Hold |
315
| – | – | 0.01% | 506 |
|
|
2021
Q1 | $21.6K | Hold |
315
| – | – | 0.01% | 509 |
|
|
2020
Q4 | $21.3K | Buy |
315
+25
| +9% | +$1.69K | 0.01% | 489 |
|
|
2020
Q3 | $18.1K | Hold |
290
| – | – | 0.01% | 483 |
|
|
2020
Q2 | $16.5K | Buy |
+290
| New | +$16.5K | 0.01% | 473 |
|