Guggenheim Capital’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 | $491K | Sell |
4,963
-1,909
| -28% | -$189K | ﹤0.01% | 1200 |
|
|
2025
Q1 | $709K | Sell |
6,872
-3,433
| -33% | -$354K | 0.01% | 1036 |
|
|
2024
Q4 | $954K | Buy |
10,305
+741
| +8% | +$68.6K | 0.01% | 935 |
|
|
2024
Q3 | $994K | Sell |
9,564
-4,455
| -32% | -$463K | 0.01% | 1099 |
|
|
2024
Q2 | $1.35M | Sell |
14,019
-27,083
| -66% | -$2.61M | 0.01% | 967 |
|
|
2024
Q1 | $4.08M | Buy |
41,102
+17,386
| +73% | +$1.73M | 0.03% | 627 |
|
|
2023
Q4 | $2.12M | Buy |
23,716
+1,918
| +9% | +$172K | 0.02% | 817 |
|
|
2023
Q3 | $1.75M | Buy |
21,798
+7,423
| +52% | +$596K | 0.02% | 856 |
|
|
2023
Q2 | $1.28M | Sell |
14,375
-19,723
| -58% | -$1.76M | 0.01% | 1045 |
|
|
2023
Q1 | $2.88M | Buy |
34,098
+116
| +0.3% | +$9.79K | 0.02% | 721 |
|
|
2022
Q4 | $2.66M | Buy |
33,982
+18,530
| +120% | +$1.45M | 0.02% | 742 |
|
|
2022
Q3 | $986K | Buy |
15,452
+710
| +5% | +$45.3K | 0.01% | 1149 |
|
|
2022
Q2 | $1.04M | Sell |
14,742
-58,575
| -80% | -$4.14M | 0.01% | 1197 |
|
|
2022
Q1 | $5.64M | Buy |
73,317
+2,291
| +3% | +$176K | 0.03% | 599 |
|
|
2021
Q4 | $6.19M | Sell |
71,026
-2,277
| -3% | -$198K | 0.03% | 595 |
|
|
2021
Q3 | $6.03M | Sell |
73,303
-2,267
| -3% | -$187K | 0.04% | 578 |
|
|
2021
Q2 | $6.18M | Buy |
75,570
+3,369
| +5% | +$275K | 0.04% | 593 |
|
|
2021
Q1 | $4.94M | Buy |
72,201
+20,879
| +41% | +$1.43M | 0.03% | 632 |
|
|
2020
Q4 | $3.47M | Sell |
51,322
-674
| -1% | -$45.5K | 0.02% | 737 |
|
|
2020
Q3 | $3.25M | Buy |
51,996
+125
| +0.2% | +$7.8K | 0.02% | 697 |
|
|
2020
Q2 | $2.95M | Buy |
+51,871
| New | +$2.95M | 0.02% | 716 |
|