Global Retirement Partners’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 | $362K | Buy |
+3,652
| New | +$362K | 0.01% | 845 |
|
|
2024
Q4 | $341K | Sell |
3,680
-3
| -0.1% | -$278 | 0.01% | 753 |
|
|
2024
Q3 | $383K | Sell |
3,683
-379
| -9% | -$39.4K | 0.01% | 713 |
|
|
2024
Q2 | $391K | Buy |
4,062
+2,652
| +188% | +$255K | 0.01% | 679 |
|
|
2024
Q1 | $140K | Buy |
1,410
+210
| +18% | +$20.8K | 0.01% | 934 |
|
|
2023
Q4 | $104K | Buy |
1,200
+26
| +2% | +$2.25K | ﹤0.01% | 1016 |
|
|
2023
Q3 | $94K | Buy |
1,174
+223
| +23% | +$17.8K | ﹤0.01% | 962 |
|
|
2023
Q2 | $84.7K | Sell |
951
-4
| -0.4% | -$356 | ﹤0.01% | 1013 |
|
|
2023
Q1 | $81.7K | Sell |
955
-50
| -5% | -$4.28K | ﹤0.01% | 1000 |
|
|
2022
Q4 | $78.7K | Sell |
1,005
-78
| -7% | -$6.11K | 0.01% | 903 |
|
|
2022
Q3 | $77K | Sell |
1,083
-91
| -8% | -$6.47K | 0.01% | 861 |
|
|
2022
Q2 | $83K | Buy |
1,174
+116
| +11% | +$8.2K | 0.01% | 816 |
|
|
2022
Q1 | $80K | Buy |
+1,058
| New | +$80K | 0.01% | 827 |
|
|
2021
Q4 | – | Sell |
-1,166
| Closed | -$96K | – | 1305 |
|
|
2021
Q3 | $96K | Sell |
1,166
-27
| -2% | -$2.22K | 0.01% | 664 |
|
|
2021
Q2 | $98K | Sell |
1,193
-588
| -33% | -$48.3K | 0.01% | 640 |
|
|
2021
Q1 | $122K | Buy |
1,781
+50
| +3% | +$3.43K | 0.01% | 517 |
|
|
2020
Q4 | $117K | Sell |
1,731
-125
| -7% | -$8.45K | 0.01% | 497 |
|
|
2020
Q3 | $116K | Buy |
1,856
+50
| +3% | +$3.13K | 0.02% | 460 |
|
|
2020
Q2 | $103K | Buy |
+1,806
| New | +$103K | 0.02% | 483 |
|