IFP Advisors’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 | $222K | Sell |
2,246
-8,812
| -80% | -$873K | 0.01% | 1223 |
|
|
2025
Q1 | $1.14M | Buy |
11,058
+9,382
| +560% | +$968K | 0.04% | 520 |
|
|
2024
Q4 | $155K | Buy |
1,676
+136
| +9% | +$12.6K | 0.01% | 1261 |
|
|
2024
Q3 | $160K | Buy |
1,540
+48
| +3% | +$4.99K | 0.01% | 1193 |
|
|
2024
Q2 | $144K | Sell |
1,492
-45
| -3% | -$4.33K | 0.01% | 1203 |
|
|
2024
Q1 | $153K | Sell |
1,537
-106
| -6% | -$10.5K | 0.01% | 1126 |
|
|
2023
Q4 | $147K | Sell |
1,643
-352
| -18% | -$31.5K | 0.01% | 1101 |
|
|
2023
Q3 | $160K | Sell |
1,995
-25
| -1% | -$2.01K | 0.01% | 1054 |
|
|
2023
Q2 | $180K | Buy |
2,020
+218
| +12% | +$19.4K | 0.01% | 1068 |
|
|
2023
Q1 | $81.6K | Sell |
1,802
-3,500
| -66% | -$158K | ﹤0.01% | 1351 |
|
|
2022
Q4 | $254K | Buy |
5,302
+557
| +12% | +$26.7K | 0.01% | 1229 |
|
|
2022
Q3 | $230K | Buy |
4,745
+299
| +7% | +$14.5K | 0.01% | 1331 |
|
|
2022
Q2 | $213K | Hold |
4,446
| – | – | 0.01% | 1246 |
|
|
2022
Q1 | $213K | Buy |
4,446
+3,071
| +223% | +$147K | 0.01% | 1246 |
|
|
2021
Q4 | $120K | Buy |
1,375
+74
| +6% | +$6.46K | ﹤0.01% | 1172 |
|
|
2021
Q3 | $108K | Sell |
1,301
-13,510
| -91% | -$1.12M | ﹤0.01% | 1215 |
|
|
2021
Q2 | $1.21M | Sell |
14,811
-4,264
| -22% | -$349K | 0.03% | 337 |
|
|
2021
Q1 | $1.3M | Buy |
19,075
+7,357
| +63% | +$501K | 0.03% | 317 |
|
|
2020
Q4 | $781K | Buy |
11,718
+8,880
| +313% | +$592K | 0.03% | 392 |
|
|
2020
Q3 | $181K | Sell |
2,838
-135
| -5% | -$8.61K | 0.01% | 740 |
|
|
2020
Q2 | $168K | Buy |
+2,973
| New | +$168K | 0.01% | 738 |
|