Independent Advisor Alliance’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 | $695K | Buy |
7,019
+2,063
| +42% | +$204K | 0.02% | 496 |
|
|
2025
Q1 | $511K | Buy |
4,956
+793
| +19% | +$81.8K | 0.02% | 515 |
|
|
2024
Q4 | $386K | Buy |
4,163
+2,176
| +110% | +$202K | 0.01% | 1042 |
|
|
2024
Q3 | $207K | Sell |
1,987
-211
| -10% | -$21.9K | 0.01% | 653 |
|
|
2024
Q2 | $212K | Buy |
+2,198
| New | +$212K | 0.01% | 659 |
|
|
2022
Q2 | – | Sell |
-2,700
| Closed | -$208K | – | 674 |
|
|
2022
Q1 | $208K | Sell |
2,700
-224
| -8% | -$17.3K | 0.01% | 606 |
|
|
2021
Q4 | $255K | Sell |
2,924
-169
| -5% | -$14.7K | 0.01% | 566 |
|
|
2021
Q3 | $255K | Buy |
+3,093
| New | +$255K | 0.01% | 531 |
|
|
2021
Q1 | – | Sell |
-17,756
| Closed | -$1.2M | – | 608 |
|
|
2020
Q4 | $1.2M | Sell |
17,756
-483
| -3% | -$32.6K | 0.08% | 187 |
|
|
2020
Q3 | $1.14M | Buy |
18,239
+771
| +4% | +$48.1K | 0.09% | 166 |
|
|
2020
Q2 | $993K | Buy |
+17,468
| New | +$993K | 0.11% | 155 |
|