Invesco LLC (Illinois)’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 | $319K | Sell |
3,222
-30
| -0.9% | -$2.97K | 0.12% | 109 |
|
2025
Q1 | $336K | Sell |
3,252
-731
| -18% | -$75.4K | 0.14% | 105 |
|
2024
Q4 | $369K | Hold |
3,983
| – | – | 0.15% | 112 |
|
2024
Q3 | $414K | Sell |
3,983
-25
| -0.6% | -$2.6K | 0.17% | 112 |
|
2024
Q2 | $386K | Hold |
4,008
| – | – | 0.16% | 111 |
|
2024
Q1 | $398K | Sell |
4,008
-61
| -1% | -$6.06K | 0.17% | 112 |
|
2023
Q4 | $364K | Sell |
4,069
-65
| -2% | -$5.82K | 0.17% | 112 |
|
2023
Q3 | $332K | Sell |
4,134
-117
| -3% | -$9.4K | 0.17% | 119 |
|
2023
Q2 | $378K | Buy |
+4,251
| New | +$378K | 0.19% | 112 |
|