IMA Advisory Services’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 | $849K | Sell |
8,570
-127
| -1% | -$12.6K | 0.09% | 130 |
|
|
2025
Q1 | $898K | Sell |
8,697
-736
| -8% | -$76K | 0.11% | 122 |
|
|
2024
Q4 | $874K | Sell |
9,433
-137
| -1% | -$12.7K | 0.11% | 124 |
|
|
2024
Q3 | $995K | Buy |
9,570
+164
| +2% | +$17K | 0.22% | 96 |
|
|
2024
Q2 | $905K | Sell |
9,406
-120
| -1% | -$11.6K | 0.4% | 59 |
|
|
2024
Q1 | $946K | Sell |
9,526
-289
| -3% | -$28.7K | 0.45% | 57 |
|
|
2023
Q4 | $878K | Sell |
9,815
-987
| -9% | -$88.3K | 0.44% | 56 |
|
|
2023
Q3 | $868K | Sell |
10,802
-327
| -3% | -$26.3K | 0.22% | 96 |
|
|
2023
Q2 | $991K | Buy |
11,129
+156
| +1% | +$13.9K | 0.25% | 95 |
|
|
2023
Q1 | $926K | Sell |
10,973
-29
| -0.3% | -$2.45K | 0.24% | 91 |
|
|
2022
Q4 | $862K | Buy |
11,002
+569
| +5% | +$44.6K | 0.23% | 91 |
|
|
2022
Q3 | $666K | Sell |
10,433
-131
| -1% | -$8.36K | 0.18% | 104 |
|
|
2022
Q2 | $747K | Buy |
10,564
+166
| +2% | +$11.7K | 0.18% | 98 |
|
|
2022
Q1 | $800K | Sell |
10,398
-125
| -1% | -$9.62K | 0.18% | 92 |
|
|
2021
Q4 | $916K | Sell |
10,523
-187
| -2% | -$16.3K | 0.2% | 91 |
|
|
2021
Q3 | $881K | Sell |
10,710
-108
| -1% | -$8.88K | 0.21% | 90 |
|
|
2021
Q2 | $885K | Sell |
10,818
-93
| -0.9% | -$7.61K | 0.21% | 92 |
|
|
2021
Q1 | $747K | Buy |
10,911
+1,082
| +11% | +$74.1K | 0.18% | 90 |
|
|
2020
Q4 | $664K | Sell |
9,829
-920
| -9% | -$62.2K | 0.19% | 86 |
|
|
2020
Q3 | $671K | Sell |
10,749
-38
| -0.4% | -$2.37K | 0.23% | 88 |
|
|
2020
Q2 | $613K | Buy |
+10,787
| New | +$613K | 0.22% | 83 |
|