Ken Fisher’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68M | Sell |
686,698
-31,408
| -4% | -$3.11M | 0.03% | 188 |
|
|
2025
Q1 | $74.1M | Sell |
718,106
-168,737
| -19% | -$17.4M | 0.03% | 180 |
|
|
2024
Q4 | $82.1M | Sell |
886,843
-36,395
| -4% | -$3.37M | 0.03% | 179 |
|
|
2024
Q3 | $96M | Sell |
923,238
-176,261
| -16% | -$18.3M | 0.04% | 162 |
|
|
2024
Q2 | $106M | Buy |
1,099,499
+25,009
| +2% | +$2.41M | 0.05% | 160 |
|
|
2024
Q1 | $107M | Sell |
1,074,490
-21,617
| -2% | -$2.15M | 0.05% | 165 |
|
|
2023
Q4 | $98.1M | Sell |
1,096,107
-6,727
| -0.6% | -$602K | 0.05% | 167 |
|
|
2023
Q3 | $88.6M | Sell |
1,102,834
-63,519
| -5% | -$5.1M | 0.05% | 197 |
|
|
2023
Q2 | $104M | Buy |
1,166,353
+13,205
| +1% | +$1.18M | 0.06% | 198 |
|
|
2023
Q1 | $97.3M | Buy |
1,153,148
+50,804
| +5% | +$4.29M | 0.06% | 196 |
|
|
2022
Q4 | $86.3M | Buy |
1,102,344
+99,323
| +10% | +$7.78M | 0.06% | 191 |
|
|
2022
Q3 | $64M | Sell |
1,003,021
-33,824
| -3% | -$2.16M | 0.05% | 214 |
|
|
2022
Q2 | $73.3M | Sell |
1,036,845
-40,283
| -4% | -$2.85M | 0.05% | 181 |
|
|
2022
Q1 | $82.9M | Sell |
1,077,128
-44,611
| -4% | -$3.43M | 0.05% | 190 |
|
|
2021
Q4 | $97.7M | Sell |
1,121,739
-82,573
| -7% | -$7.19M | 0.05% | 186 |
|
|
2021
Q3 | $99.1M | Sell |
1,204,312
-75,638
| -6% | -$6.22M | 0.06% | 173 |
|
|
2021
Q2 | $105M | Sell |
1,279,950
-72,956
| -5% | -$5.97M | 0.07% | 165 |
|
|
2021
Q1 | $92.6M | Sell |
1,352,906
-136,593
| -9% | -$9.35M | 0.07% | 170 |
|
|
2020
Q4 | $101M | Sell |
1,489,499
-142,117
| -9% | -$9.6M | 0.08% | 160 |
|
|
2020
Q3 | $102M | Sell |
1,631,616
-511,197
| -24% | -$31.9M | 0.09% | 145 |
|
|
2020
Q2 | $122M | Buy |
+2,142,813
| New | +$122M | 0.12% | 122 |
|