Jackson Grant Investment Advisers’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 | $49.9K | Buy |
504
+2
| +0.4% | +$198 | 0.02% | 181 |
|
|
2025
Q1 | $51.8K | Buy |
502
+2
| +0.4% | +$206 | 0.02% | 175 |
|
|
2024
Q4 | $46.3K | Buy |
500
+2
| +0.4% | +$185 | 0.02% | 185 |
|
|
2024
Q3 | $51.7K | Buy |
498
+2
| +0.4% | +$208 | 0.02% | 178 |
|
|
2024
Q2 | $47.7K | Sell |
496
-114
| -19% | -$11K | 0.02% | 182 |
|
|
2024
Q1 | $60.5K | Buy |
610
+3
| +0.5% | +$298 | 0.02% | 164 |
|
|
2023
Q4 | $54.3K | Buy |
607
+2
| +0.3% | +$179 | 0.02% | 167 |
|
|
2023
Q3 | $48.6K | Buy |
605
+2
| +0.3% | +$161 | 0.02% | 167 |
|
|
2023
Q2 | $53.6K | Buy |
603
+3
| +0.5% | +$267 | 0.02% | 163 |
|
|
2023
Q1 | $50.7K | Buy |
600
+2
| +0.3% | +$169 | 0.02% | 183 |
|
|
2022
Q4 | $46.8K | Buy |
598
+2
| +0.3% | +$157 | 0.02% | 184 |
|
|
2022
Q3 | $38K | Buy |
596
+2
| +0.3% | +$128 | 0.02% | 203 |
|
|
2022
Q2 | $42K | Buy |
594
+3
| +0.5% | +$212 | 0.02% | 200 |
|
|
2022
Q1 | $46K | Buy |
591
+2
| +0.3% | +$156 | 0.02% | 214 |
|
|
2021
Q4 | $51K | Buy |
589
+1
| +0.2% | +$87 | 0.03% | 168 |
|
|
2021
Q3 | $48K | Buy |
588
+2
| +0.3% | +$163 | 0.02% | 209 |
|
|
2021
Q2 | $48K | Buy |
586
+2
| +0.3% | +$164 | 0.02% | 209 |
|
|
2021
Q1 | $40K | Sell |
584
-169
| -22% | -$11.6K | 0.02% | 219 |
|
|
2020
Q4 | $51K | Buy |
753
+52
| +7% | +$3.52K | 0.03% | 180 |
|
|
2020
Q3 | $44K | Sell |
701
-154
| -18% | -$9.67K | 0.03% | 153 |
|
|
2020
Q2 | $49K | Buy |
+855
| New | +$49K | 0.03% | 147 |
|