JFS Wealth 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 | $39.8K | Sell |
402
-21
| -5% | -$2.08K | ﹤0.01% | 510 |
|
|
2025
Q1 | $43.7K | Sell |
423
-69
| -14% | -$7.12K | ﹤0.01% | 499 |
|
|
2024
Q4 | $45.6K | Sell |
492
-27
| -5% | -$2.5K | ﹤0.01% | 480 |
|
|
2024
Q3 | $53.9K | Sell |
519
-189
| -27% | -$19.6K | ﹤0.01% | 451 |
|
|
2024
Q2 | $68.1K | Sell |
708
-226
| -24% | -$21.8K | 0.01% | 376 |
|
|
2024
Q1 | $92.7K | Buy |
934
+56
| +6% | +$5.56K | 0.01% | 324 |
|
|
2023
Q4 | $78.6K | Buy |
878
+227
| +35% | +$20.3K | 0.01% | 344 |
|
|
2023
Q3 | $52.3K | Sell |
651
-3
| -0.5% | -$241 | ﹤0.01% | 372 |
|
|
2023
Q2 | $58.3K | Sell |
654
-17
| -3% | -$1.51K | 0.01% | 355 |
|
|
2023
Q1 | $56.6K | Buy |
671
+24
| +4% | +$2.03K | 0.01% | 353 |
|
|
2022
Q4 | $50.7K | Buy |
647
+491
| +315% | +$38.5K | 0.01% | 363 |
|
|
2022
Q3 | $10K | Sell |
156
-337
| -68% | -$21.6K | ﹤0.01% | 731 |
|
|
2022
Q2 | $35K | Sell |
493
-84
| -15% | -$5.96K | ﹤0.01% | 465 |
|
|
2022
Q1 | $44K | Sell |
577
-19
| -3% | -$1.45K | ﹤0.01% | 453 |
|
|
2021
Q4 | $52K | Buy |
596
+35
| +6% | +$3.05K | ﹤0.01% | 412 |
|
|
2021
Q3 | $46K | Buy |
561
+72
| +15% | +$5.9K | ﹤0.01% | 426 |
|
|
2021
Q2 | $40K | Buy |
489
+148
| +43% | +$12.1K | 0.01% | 294 |
|
|
2021
Q1 | $23K | Sell |
341
-288
| -46% | -$19.4K | ﹤0.01% | 322 |
|
|
2020
Q4 | $42K | Sell |
629
-233
| -27% | -$15.6K | 0.01% | 263 |
|
|
2020
Q3 | $54K | Sell |
862
-40
| -4% | -$2.51K | 0.01% | 227 |
|
|
2020
Q2 | $51K | Buy |
+902
| New | +$51K | 0.01% | 226 |
|