Johnson Financial Group Inc (Wisconsin)’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-729
| Closed | -$75.8K | – | 954 |
|
|
2024
Q3 | $75.8K | Hold |
729
| – | – | ﹤0.01% | 475 |
|
|
2024
Q2 | $70.2K | Hold |
729
| – | – | ﹤0.01% | 417 |
|
|
2024
Q1 | $72.4K | Sell |
729
-1,650
| -69% | -$164K | ﹤0.01% | 389 |
|
|
2023
Q4 | $213K | Buy |
2,379
+2,226
| +1,455% | +$199K | 0.01% | 288 |
|
|
2023
Q3 | $12.3K | Hold |
153
| – | – | ﹤0.01% | 517 |
|
|
2023
Q2 | $13.6K | Sell |
153
-100
| -40% | -$8.9K | ﹤0.01% | 525 |
|
|
2023
Q1 | $21.4K | Buy |
253
+153
| +153% | +$12.9K | ﹤0.01% | 485 |
|
|
2022
Q4 | $7.83K | Buy |
100
+65
| +186% | +$5.09K | ﹤0.01% | 513 |
|
|
2022
Q3 | $2K | Sell |
35
-870
| -96% | -$49.7K | ﹤0.01% | 587 |
|
|
2022
Q2 | $64K | Buy |
905
+6
| +0.7% | +$424 | ﹤0.01% | 363 |
|
|
2022
Q1 | $69K | Hold |
899
| – | – | ﹤0.01% | 393 |
|
|
2021
Q4 | $78K | Hold |
899
| – | – | ﹤0.01% | 393 |
|
|
2021
Q3 | $74K | Sell |
899
-18
| -2% | -$1.48K | 0.01% | 363 |
|
|
2021
Q2 | $75K | Buy |
917
+18
| +2% | +$1.47K | ﹤0.01% | 368 |
|
|
2021
Q1 | $62K | Buy |
+899
| New | +$62K | ﹤0.01% | 377 |
|