Jones Financial Companies’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 | $1.92M | Buy |
19,662
+1,460
| +8% | +$143K | ﹤0.01% | 766 |
|
|
2025
Q1 | $1.86M | Buy |
18,202
+9,307
| +105% | +$951K | ﹤0.01% | 678 |
|
|
2024
Q4 | $824K | Buy |
8,895
+3,580
| +67% | +$332K | ﹤0.01% | 808 |
|
|
2024
Q3 | $555K | Buy |
5,315
+2,169
| +69% | +$226K | ﹤0.01% | 788 |
|
|
2024
Q2 | $303K | Buy |
3,146
+2,204
| +234% | +$212K | ﹤0.01% | 691 |
|
|
2024
Q1 | $93.5K | Buy |
942
+849
| +913% | +$84.3K | ﹤0.01% | 607 |
|
|
2023
Q4 | $8.32K | Sell |
93
-19
| -17% | -$1.7K | ﹤0.01% | 703 |
|
|
2023
Q3 | $9K | Buy |
+112
| New | +$9K | ﹤0.01% | 482 |
|
|
2023
Q1 | – | Sell |
-8
| Closed | -$1K | – | 714 |
|
|
2022
Q4 | $1K | Sell |
8
-83
| -91% | -$10.4K | ﹤0.01% | 688 |
|
|
2022
Q3 | $6K | Hold |
91
| – | – | ﹤0.01% | 469 |
|
|
2022
Q2 | $6K | Sell |
91
-203
| -69% | -$13.4K | ﹤0.01% | 531 |
|
|
2022
Q1 | $23K | Sell |
294
-431
| -59% | -$33.7K | ﹤0.01% | 423 |
|
|
2021
Q4 | $63K | Buy |
725
+505
| +230% | +$43.9K | ﹤0.01% | 344 |
|
|
2021
Q3 | $18K | Sell |
220
-778
| -78% | -$63.7K | ﹤0.01% | 436 |
|
|
2021
Q2 | $82K | Buy |
998
+710
| +247% | +$58.3K | ﹤0.01% | 276 |
|
|
2021
Q1 | $20K | Buy |
288
+71
| +33% | +$4.93K | ﹤0.01% | 458 |
|
|
2020
Q4 | $15K | Buy |
+217
| New | +$15K | ﹤0.01% | 392 |
|