IEQ Capital’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 | $2.73M | Buy |
27,607
+21,360
| +342% | +$2.11M | 0.02% | 577 |
|
|
2025
Q1 | $645K | Buy |
6,247
+314
| +5% | +$32.4K | 0.01% | 884 |
|
|
2024
Q4 | $549K | Sell |
5,933
-10,552
| -64% | -$977K | 0.01% | 814 |
|
|
2024
Q3 | $1.71M | Buy |
16,485
+1,161
| +8% | +$121K | 0.02% | 411 |
|
|
2024
Q2 | $1.48M | Buy |
15,324
+1,113
| +8% | +$107K | 0.02% | 398 |
|
|
2024
Q1 | $1.41M | Buy |
14,211
+1,258
| +10% | +$125K | 0.02% | 388 |
|
|
2023
Q4 | $1.16M | Buy |
12,953
+1,526
| +13% | +$137K | 0.02% | 395 |
|
|
2023
Q3 | $918K | Buy |
11,427
+2,428
| +27% | +$195K | 0.02% | 420 |
|
|
2023
Q2 | $801K | Sell |
8,999
-2,647
| -23% | -$236K | 0.02% | 443 |
|
|
2023
Q1 | $983K | Buy |
11,646
+3,513
| +43% | +$296K | 0.02% | 390 |
|
|
2022
Q4 | $637K | Sell |
8,133
-1,916
| -19% | -$150K | 0.02% | 451 |
|
|
2022
Q3 | $641K | Sell |
10,049
-129
| -1% | -$8.23K | 0.02% | 474 |
|
|
2022
Q2 | $719K | Sell |
10,178
-3,360
| -25% | -$237K | 0.02% | 384 |
|
|
2022
Q1 | $1.04M | Sell |
13,538
-412
| -3% | -$31.7K | 0.02% | 321 |
|
|
2021
Q4 | $1.22M | Buy |
13,950
+391
| +3% | +$34.1K | 0.03% | 269 |
|
|
2021
Q3 | $1.12M | Buy |
13,559
+890
| +7% | +$73.2K | 0.03% | 276 |
|
|
2021
Q2 | $1.04M | Buy |
12,669
+3,821
| +43% | +$312K | 0.03% | 250 |
|
|
2021
Q1 | $606K | Buy |
+8,848
| New | +$606K | 0.03% | 256 |
|
|
2020
Q4 | – | Sell |
-8,811
| Closed | -$550K | – | 342 |
|
|
2020
Q3 | $550K | Sell |
8,811
-246
| -3% | -$15.4K | 0.03% | 224 |
|
|
2020
Q2 | $515K | Buy |
+9,057
| New | +$515K | 0.03% | 196 |
|