J.W. Cole Advisors’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 | $1.85M | Buy |
18,688
+3,386
| +22% | +$335K | 0.04% | 440 |
|
|
2025
Q1 | $1.58M | Buy |
15,302
+8,097
| +112% | +$836K | 0.05% | 382 |
|
|
2024
Q4 | $667K | Buy |
7,205
+63
| +0.9% | +$5.83K | 0.03% | 528 |
|
|
2024
Q3 | $742K | Buy |
7,142
+744
| +12% | +$77.3K | 0.03% | 471 |
|
|
2024
Q2 | $616K | Sell |
6,398
-54
| -0.8% | -$5.2K | 0.03% | 472 |
|
|
2024
Q1 | $640K | Buy |
6,452
+1,405
| +28% | +$139K | 0.03% | 458 |
|
|
2023
Q4 | $452K | Buy |
5,047
+546
| +12% | +$48.8K | 0.03% | 518 |
|
|
2023
Q3 | $361K | Sell |
4,501
-11
| -0.2% | -$883 | 0.03% | 507 |
|
|
2023
Q2 | $402K | Sell |
4,512
-261
| -5% | -$23.2K | 0.03% | 482 |
|
|
2023
Q1 | $403K | Sell |
4,773
-37
| -0.8% | -$3.12K | 0.03% | 499 |
|
|
2022
Q4 | $377K | Sell |
4,810
-409
| -8% | -$32K | 0.03% | 488 |
|
|
2022
Q3 | $333K | Buy |
5,219
+166
| +3% | +$10.6K | 0.03% | 502 |
|
|
2022
Q2 | $357K | Sell |
5,053
-9
| -0.2% | -$636 | 0.03% | 497 |
|
|
2022
Q1 | $390K | Sell |
5,062
-108
| -2% | -$8.32K | 0.03% | 535 |
|
|
2021
Q4 | $450K | Sell |
5,170
-2,826
| -35% | -$246K | 0.03% | 510 |
|
|
2021
Q3 | $658K | Buy |
7,996
+2,753
| +53% | +$227K | 0.05% | 214 |
|
|
2021
Q2 | $429K | Buy |
5,243
+192
| +4% | +$15.7K | 0.03% | 473 |
|
|
2021
Q1 | $346K | Sell |
5,051
-84
| -2% | -$5.75K | 0.03% | 478 |
|
|
2020
Q4 | $347K | Sell |
5,135
-5,679
| -53% | -$384K | 0.04% | 436 |
|
|
2020
Q3 | $675K | Buy |
+10,814
| New | +$675K | 0.05% | 340 |
|