Hantz Financial Services’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 | $72K | Buy |
731
+384
| +111% | +$37.8K | ﹤0.01% | 844 |
|
|
2025
Q1 | $36K | Buy |
347
+28
| +9% | +$2.91K | ﹤0.01% | 749 |
|
|
2024
Q4 | $30K | Buy |
319
+18
| +6% | +$1.69K | ﹤0.01% | 712 |
|
|
2024
Q3 | $31K | Hold |
301
| – | – | ﹤0.01% | 694 |
|
|
2024
Q2 | $29K | Sell |
301
-16
| -5% | -$1.54K | ﹤0.01% | 706 |
|
|
2024
Q1 | $31K | Sell |
317
-59
| -16% | -$5.77K | ﹤0.01% | 704 |
|
|
2023
Q4 | $34K | Sell |
376
-2
| -0.5% | -$181 | ﹤0.01% | 680 |
|
|
2023
Q3 | $30K | Buy |
378
+4
| +1% | +$317 | ﹤0.01% | 682 |
|
|
2023
Q2 | $33K | Sell |
374
-10
| -3% | -$882 | ﹤0.01% | 657 |
|
|
2023
Q1 | $32K | Sell |
384
-30
| -7% | -$2.5K | ﹤0.01% | 662 |
|
|
2022
Q4 | $32K | Sell |
414
-25,709
| -98% | -$1.99M | ﹤0.01% | 639 |
|
|
2022
Q3 | $1.67M | Buy |
26,123
+27
| +0.1% | +$1.72K | 0.06% | 290 |
|
|
2022
Q2 | $1.84M | Buy |
26,096
+304
| +1% | +$21.5K | 0.06% | 281 |
|
|
2022
Q1 | $1.99M | Buy |
25,792
+373
| +1% | +$28.7K | 0.06% | 286 |
|
|
2021
Q4 | $2.21M | Sell |
25,419
-821
| -3% | -$71.5K | 0.06% | 258 |
|
|
2021
Q3 | $2.16M | Buy |
26,240
+2,278
| +10% | +$187K | 0.07% | 243 |
|
|
2021
Q2 | $1.96M | Buy |
23,962
+1,274
| +6% | +$104K | 0.07% | 241 |
|
|
2021
Q1 | $1.55M | Buy |
22,688
+428
| +2% | +$29.3K | 0.06% | 249 |
|
|
2020
Q4 | $1.5M | Buy |
22,260
+16
| +0.1% | +$1.08K | 0.07% | 241 |
|
|
2020
Q3 | $1.39M | Sell |
22,244
-356
| -2% | -$22.2K | 0.07% | 232 |
|
|
2020
Q2 | $1.29M | Buy |
+22,600
| New | +$1.29M | 0.07% | 234 |
|