HSBC Holdings’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 | $68.4M | Sell |
690,901
-55,338
| -7% | -$5.48M | 0.04% | 362 |
|
|
2025
Q1 | $76.8M | Sell |
746,239
-31,935
| -4% | -$3.29M | 0.05% | 333 |
|
|
2024
Q4 | $72M | Buy |
778,174
+27,742
| +4% | +$2.57M | 0.04% | 367 |
|
|
2024
Q3 | $77.9M | Buy |
750,432
+112,293
| +18% | +$11.7M | 0.05% | 351 |
|
|
2024
Q2 | $61.4M | Sell |
638,139
-163,508
| -20% | -$15.7M | 0.04% | 384 |
|
|
2024
Q1 | $79.6M | Buy |
801,647
+99,130
| +14% | +$9.84M | 0.05% | 319 |
|
|
2023
Q4 | $62.9M | Buy |
702,517
+143,812
| +26% | +$12.9M | 0.05% | 331 |
|
|
2023
Q3 | $44.8M | Buy |
558,705
+124,571
| +29% | +$10M | 0.05% | 370 |
|
|
2023
Q2 | $38.7M | Sell |
434,134
-194,544
| -31% | -$17.3M | 0.04% | 424 |
|
|
2023
Q1 | $52.9M | Buy |
628,678
+117,871
| +23% | +$9.92M | 0.06% | 297 |
|
|
2022
Q4 | $39.9M | Buy |
510,807
+17,738
| +4% | +$1.39M | 0.05% | 381 |
|
|
2022
Q3 | $31.7M | Buy |
493,069
+96,364
| +24% | +$6.2M | 0.05% | 347 |
|
|
2022
Q2 | $27.9M | Buy |
396,705
+9,126
| +2% | +$643K | 0.04% | 421 |
|
|
2022
Q1 | $30M | Sell |
387,579
-70,740
| -15% | -$5.48M | 0.04% | 423 |
|
|
2021
Q4 | $39.8M | Sell |
458,319
-21,052
| -4% | -$1.83M | 0.04% | 388 |
|
|
2021
Q3 | $39.7M | Sell |
479,371
-35,140
| -7% | -$2.91M | 0.04% | 351 |
|
|
2021
Q2 | $42.1M | Sell |
514,511
-1,485,272
| -74% | -$121M | 0.04% | 345 |
|
|
2021
Q1 | $137M | Buy |
1,999,783
+597,127
| +43% | +$41M | 0.16% | 102 |
|
|
2020
Q4 | $94.2M | Sell |
1,402,656
-227,951
| -14% | -$15.3M | 0.13% | 138 |
|
|
2020
Q3 | $103M | Buy |
1,630,607
+930,641
| +133% | +$58.7M | 0.16% | 100 |
|
|
2020
Q2 | $39.8M | Buy |
+699,966
| New | +$39.8M | 0.08% | 215 |
|