Harel Insurance Investments & 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
Q1 | – | Sell |
-55
| Closed | -$5K | – | 534 |
|
|
2024
Q4 | $5K | Hold |
55
| – | – | ﹤0.01% | 453 |
|
|
2024
Q3 | $6K | Hold |
55
| – | – | ﹤0.01% | 470 |
|
|
2024
Q2 | $5K | Hold |
55
| – | – | ﹤0.01% | 507 |
|
|
2024
Q1 | $5K | Hold |
55
| – | – | ﹤0.01% | 515 |
|
|
2023
Q4 | $5K | Hold |
55
| – | – | ﹤0.01% | 573 |
|
|
2023
Q3 | $4K | Hold |
55
| – | – | ﹤0.01% | 627 |
|
|
2023
Q2 | $5K | Hold |
55
| – | – | ﹤0.01% | 659 |
|
|
2023
Q1 | $5K | Hold |
55
| – | – | ﹤0.01% | 676 |
|
|
2022
Q4 | $4K | Sell |
55
-5,631
| -99% | -$410K | ﹤0.01% | 660 |
|
|
2022
Q3 | $367K | Hold |
5,686
| – | – | 0.01% | 245 |
|
|
2022
Q2 | $402K | Hold |
5,686
| – | – | 0.01% | 269 |
|
|
2022
Q1 | $438K | Sell |
5,686
-800
| -12% | -$61.6K | 0.01% | 278 |
|
|
2021
Q4 | $559K | Buy |
6,486
+5,533
| +581% | +$477K | 0.01% | 253 |
|
|
2021
Q3 | $78K | Hold |
953
| – | – | ﹤0.01% | 484 |
|
|
2021
Q2 | $244K | Buy |
953
+898
| +1,633% | +$230K | 0.01% | 569 |
|
|
2021
Q1 | $4K | Buy |
+55
| New | +$4K | ﹤0.01% | 725 |
|
|
2020
Q4 | – | Sell |
-55
| Closed | -$3K | – | 769 |
|
|
2020
Q3 | $3K | Hold |
55
| – | – | ﹤0.01% | 608 |
|
|
2020
Q2 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 491 |
|