Horizon Investments’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 | $791K | Buy |
7,986
+500
| +7% | +$49.5K | 0.01% | 622 |
|
|
2025
Q1 | $773K | Buy |
7,486
+225
| +3% | +$23.2K | 0.02% | 308 |
|
|
2024
Q4 | $672K | Buy |
7,261
+102
| +1% | +$9.45K | 0.02% | 320 |
|
|
2024
Q3 | $744K | Sell |
7,159
-105
| -1% | -$10.9K | 0.02% | 298 |
|
|
2024
Q2 | $699K | Buy |
7,264
+18
| +0.2% | +$1.73K | 0.02% | 310 |
|
|
2024
Q1 | $719K | Sell |
7,246
-70
| -1% | -$6.95K | 0.02% | 300 |
|
|
2023
Q4 | $655K | Buy |
7,316
+1,272
| +21% | +$114K | 0.02% | 291 |
|
|
2023
Q3 | $485K | Sell |
6,044
-287
| -5% | -$23K | 0.01% | 313 |
|
|
2023
Q2 | $564K | Buy |
6,331
+751
| +13% | +$66.8K | 0.02% | 268 |
|
|
2023
Q1 | $471K | Sell |
5,580
-1,888
| -25% | -$159K | 0.01% | 299 |
|
|
2022
Q4 | $585K | Buy |
7,468
+235
| +3% | +$18.4K | 0.02% | 339 |
|
|
2022
Q3 | $461K | Buy |
7,233
+777
| +12% | +$49.5K | 0.01% | 339 |
|
|
2022
Q2 | $456K | Sell |
6,456
-5,524
| -46% | -$390K | 0.01% | 297 |
|
|
2022
Q1 | $922K | Buy |
11,980
+6,222
| +108% | +$479K | 0.03% | 235 |
|
|
2021
Q4 | $501K | Sell |
5,758
-6,726
| -54% | -$585K | 0.01% | 325 |
|
|
2021
Q3 | $1.03M | Sell |
12,484
-942
| -7% | -$77.5K | 0.03% | 198 |
|
|
2021
Q2 | $1.1M | Buy |
+13,426
| New | +$1.1M | 0.03% | 202 |
|
|
2021
Q1 | – | Sell |
-3,327
| Closed | -$225K | – | 437 |
|
|
2020
Q4 | $225K | Buy |
+3,327
| New | +$225K | 0.26% | 85 |
|