Investment 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 | $546K | Buy |
5,514
+320
| +6% | +$31.7K | 0.18% | 76 |
|
|
2025
Q1 | $536K | Sell |
5,194
-46
| -0.9% | -$4.75K | 0.19% | 73 |
|
|
2024
Q4 | $485K | Sell |
5,240
-63
| -1% | -$5.84K | 0.17% | 74 |
|
|
2024
Q3 | $551K | Sell |
5,303
-256
| -5% | -$26.6K | 0.19% | 74 |
|
|
2024
Q2 | $535K | Sell |
5,559
-69
| -1% | -$6.64K | 0.2% | 77 |
|
|
2024
Q1 | $559K | Sell |
5,628
-46
| -0.8% | -$4.57K | 0.21% | 77 |
|
|
2023
Q4 | $508K | Sell |
5,674
-49
| -0.9% | -$4.38K | 0.2% | 76 |
|
|
2023
Q3 | $460K | Hold |
5,723
| – | – | 0.2% | 78 |
|
|
2023
Q2 | $509K | Buy |
5,723
+1
| +0% | +$89 | 0.22% | 75 |
|
|
2023
Q1 | $483K | Sell |
5,722
-50
| -0.9% | -$4.22K | 0.24% | 73 |
|
|
2022
Q4 | $452K | Hold |
5,772
| – | – | 0.23% | 72 |
|
|
2022
Q3 | $368K | Sell |
5,772
-99
| -2% | -$6.31K | 0.22% | 74 |
|
|
2022
Q2 | $415K | Sell |
5,871
-481
| -8% | -$34K | 0.24% | 72 |
|
|
2022
Q1 | $489K | Buy |
6,352
+1
| +0% | +$77 | 0.27% | 71 |
|
|
2021
Q4 | $553K | Buy |
6,351
+316
| +5% | +$27.5K | 0.3% | 63 |
|
|
2021
Q3 | $497K | Sell |
6,035
-304
| -5% | -$25K | 0.3% | 68 |
|
|
2021
Q2 | $505K | Buy |
+6,339
| New | +$505K | 0.31% | 67 |
|
|
2020
Q4 | $449K | Sell |
6,724
-396
| -6% | -$26.4K | 0.31% | 67 |
|
|
2020
Q3 | $444K | Buy |
7,120
+188
| +3% | +$11.7K | 0.35% | 60 |
|
|
2020
Q2 | $394K | Buy |
+6,932
| New | +$394K | 0.34% | 63 |
|