Integrated Wealth Concepts’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 | $1.05M | Buy |
10,561
+3,564
| +51% | +$353K | 0.01% | 899 |
|
|
2025
Q1 | $722K | Buy |
6,997
+63
| +0.9% | +$6.5K | 0.01% | 983 |
|
|
2024
Q4 | $642K | Sell |
6,934
-831
| -11% | -$77K | 0.01% | 1013 |
|
|
2024
Q3 | $807K | Sell |
7,765
-826
| -10% | -$85.9K | 0.01% | 888 |
|
|
2024
Q2 | $827K | Buy |
8,591
+155
| +2% | +$14.9K | 0.01% | 843 |
|
|
2024
Q1 | $838K | Buy |
8,436
+219
| +3% | +$21.7K | 0.01% | 837 |
|
|
2023
Q4 | $735K | Sell |
8,217
-1,060
| -11% | -$94.8K | 0.01% | 844 |
|
|
2023
Q3 | $745K | Buy |
9,277
+218
| +2% | +$17.5K | 0.01% | 813 |
|
|
2023
Q2 | $806K | Sell |
9,059
-163
| -2% | -$14.5K | 0.01% | 768 |
|
|
2023
Q1 | $778K | Buy |
9,222
+2,456
| +36% | +$207K | 0.02% | 708 |
|
|
2022
Q4 | $530K | Buy |
6,766
+664
| +11% | +$52K | 0.01% | 649 |
|
|
2022
Q3 | $389K | Sell |
6,102
-137
| -2% | -$8.73K | 0.01% | 663 |
|
|
2022
Q2 | $441K | Sell |
6,239
-365
| -6% | -$25.8K | 0.01% | 645 |
|
|
2022
Q1 | $508K | Buy |
6,604
+641
| +11% | +$49.3K | 0.02% | 570 |
|
|
2021
Q4 | $519K | Buy |
5,963
+484
| +9% | +$42.1K | 0.02% | 610 |
|
|
2021
Q3 | $451K | Buy |
5,479
+2,587
| +89% | +$213K | 0.01% | 604 |
|
|
2021
Q2 | $236K | Buy |
+2,892
| New | +$236K | 0.01% | 722 |
|
|
2021
Q1 | – | Sell |
-3,662
| Closed | -$247K | – | 756 |
|
|
2020
Q4 | $247K | Buy |
+3,662
| New | +$247K | 0.01% | 550 |
|