Janney Montgomery Scott’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 | $4.69M | Sell |
47,319
-6,188
| -12% | -$613K | 0.01% | 839 |
|
|
2025
Q1 | $5.52M | Sell |
53,507
-3,840
| -7% | -$396K | 0.02% | 738 |
|
|
2024
Q4 | $5.31M | Buy |
57,347
+843
| +1% | +$78.1K | 0.01% | 763 |
|
|
2024
Q3 | $5.87M | Sell |
56,504
-920
| -2% | -$95.6K | 0.02% | 708 |
|
|
2024
Q2 | $5.53M | Buy |
57,424
+4,320
| +8% | +$416K | 0.02% | 698 |
|
|
2024
Q1 | $5.27M | Sell |
53,104
-1,728
| -3% | -$172K | 0.02% | 748 |
|
|
2023
Q4 | $4.91M | Sell |
54,832
-602
| -1% | -$53.9K | 0.02% | 737 |
|
|
2023
Q3 | $4.45M | Sell |
55,434
-1,857
| -3% | -$149K | 0.02% | 711 |
|
|
2023
Q2 | $5.1M | Sell |
57,291
-215
| -0.4% | -$19.1K | 0.02% | 695 |
|
|
2023
Q1 | $4.85M | Sell |
57,506
-6,582
| -10% | -$556K | 0.02% | 650 |
|
|
2022
Q4 | $5.02M | Sell |
64,088
-15,200
| -19% | -$1.19M | 0.02% | 674 |
|
|
2022
Q3 | $5.06M | Sell |
79,288
-571
| -0.7% | -$36.4K | 0.02% | 631 |
|
|
2022
Q2 | $5.59M | Buy |
79,859
+1,411
| +2% | +$98.8K | 0.03% | 567 |
|
|
2022
Q1 | $6.04M | Sell |
78,448
-5,747
| -7% | -$442K | 0.03% | 538 |
|
|
2021
Q4 | $7.33M | Sell |
84,195
-6,973
| -8% | -$607K | 0.03% | 500 |
|
|
2021
Q3 | $7.5M | Buy |
91,168
+3,797
| +4% | +$312K | 0.03% | 465 |
|
|
2021
Q2 | $7.14M | Sell |
87,371
-3,823
| -4% | -$313K | 0.03% | 470 |
|
|
2021
Q1 | $6.24M | Buy |
91,194
+5,372
| +6% | +$368K | 0.03% | 478 |
|
|
2020
Q4 | $5.8M | Sell |
85,822
-4,929
| -5% | -$333K | 0.03% | 498 |
|
|
2020
Q3 | $5.67M | Sell |
90,751
-9,330
| -9% | -$582K | 0.03% | 446 |
|
|
2020
Q2 | $5.69M | Buy |
+100,081
| New | +$5.69M | 0.04% | 408 |
|