JNBA Financial 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 | $45K | Hold |
454
| – | – | ﹤0.01% | 304 |
|
|
2025
Q1 | $46.9K | Sell |
454
-99
| -18% | -$10.2K | ﹤0.01% | 289 |
|
|
2024
Q4 | $51.2K | Hold |
553
| – | – | 0.01% | 281 |
|
|
2024
Q3 | $57.5K | Hold |
553
| – | – | 0.01% | 272 |
|
|
2024
Q2 | $53.2K | Hold |
553
| – | – | 0.01% | 278 |
|
|
2024
Q1 | $54.9K | Hold |
553
| – | – | 0.01% | 276 |
|
|
2023
Q4 | $49.5K | Sell |
553
-8
| -1% | -$716 | 0.01% | 283 |
|
|
2023
Q3 | $45.1K | Hold |
561
| – | – | 0.01% | 291 |
|
|
2023
Q2 | $49.9K | Buy |
561
+250
| +80% | +$22.3K | 0.01% | 279 |
|
|
2023
Q1 | $26.2K | Hold |
311
| – | – | ﹤0.01% | 358 |
|
|
2022
Q4 | $24.4K | Hold |
311
| – | – | ﹤0.01% | 352 |
|
|
2022
Q3 | $20K | Buy |
311
+58
| +23% | +$3.73K | ﹤0.01% | 377 |
|
|
2022
Q2 | $18K | Hold |
253
| – | – | ﹤0.01% | 409 |
|
|
2022
Q1 | $19K | Hold |
253
| – | – | ﹤0.01% | 413 |
|
|
2021
Q4 | $22K | Buy |
253
+8
| +3% | +$696 | ﹤0.01% | 406 |
|
|
2021
Q3 | $20K | Sell |
245
-12
| -5% | -$980 | ﹤0.01% | 418 |
|
|
2021
Q2 | $21K | Buy |
257
+12
| +5% | +$981 | ﹤0.01% | 400 |
|
|
2021
Q1 | $17K | Hold |
245
| – | – | ﹤0.01% | 403 |
|
|
2020
Q4 | $17K | Sell |
245
-70
| -22% | -$4.86K | ﹤0.01% | 382 |
|
|
2020
Q3 | $20K | Sell |
315
-65
| -17% | -$4.13K | ﹤0.01% | 345 |
|
|
2020
Q2 | $22K | Buy |
+380
| New | +$22K | ﹤0.01% | 322 |
|