HB Wealth Management’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 | $1.48M | Sell |
14,953
-5,362
| -26% | -$531K | 0.01% | 428 |
|
|
2025
Q1 | $2.1M | Buy |
20,315
+4,106
| +25% | +$424K | 0.02% | 366 |
|
|
2024
Q4 | $1.5M | Buy |
16,209
+691
| +4% | +$64K | 0.02% | 339 |
|
|
2024
Q3 | $1.61M | Buy |
15,518
+5,030
| +48% | +$523K | 0.02% | 304 |
|
|
2024
Q2 | $1.01M | Buy |
10,488
+3,479
| +50% | +$335K | 0.01% | 365 |
|
|
2024
Q1 | $696K | Sell |
7,009
-593
| -8% | -$58.9K | 0.01% | 411 |
|
|
2023
Q4 | $680K | Sell |
7,602
-704
| -8% | -$63K | 0.01% | 386 |
|
|
2023
Q3 | $667K | Buy |
8,306
+1,684
| +25% | +$135K | 0.01% | 368 |
|
|
2023
Q2 | $589K | Sell |
6,622
-14
| -0.2% | -$1.25K | 0.01% | 380 |
|
|
2023
Q1 | $560K | Buy |
6,636
+463
| +8% | +$39.1K | 0.01% | 389 |
|
|
2022
Q4 | $483K | Buy |
6,173
+692
| +13% | +$54.2K | 0.01% | 400 |
|
|
2022
Q3 | $350K | Buy |
5,481
+366
| +7% | +$23.4K | 0.01% | 406 |
|
|
2022
Q2 | $361K | Buy |
5,115
+380
| +8% | +$26.8K | 0.01% | 402 |
|
|
2022
Q1 | $364K | Buy |
+4,735
| New | +$364K | 0.01% | 406 |
|