Kestra Private Wealth Services’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 | $760K | Sell |
7,677
-215
| -3% | -$21.3K | 0.01% | 848 |
|
|
2025
Q1 | $814K | Sell |
7,892
-1,257
| -14% | -$130K | 0.01% | 757 |
|
|
2024
Q4 | $847K | Buy |
9,149
+84
| +0.9% | +$7.78K | 0.01% | 701 |
|
|
2024
Q3 | $942K | Buy |
9,065
+208
| +2% | +$21.6K | 0.02% | 635 |
|
|
2024
Q2 | $853K | Buy |
8,857
+25
| +0.3% | +$2.41K | 0.02% | 627 |
|
|
2024
Q1 | $877K | Sell |
8,832
-409
| -4% | -$40.6K | 0.02% | 594 |
|
|
2023
Q4 | $827K | Buy |
9,241
+1,949
| +27% | +$174K | 0.02% | 574 |
|
|
2023
Q3 | $586K | Sell |
7,292
-289
| -4% | -$23.2K | 0.02% | 618 |
|
|
2023
Q2 | $675K | Buy |
7,581
+209
| +3% | +$18.6K | 0.02% | 537 |
|
|
2023
Q1 | $622K | Buy |
7,372
+157
| +2% | +$13.3K | 0.02% | 535 |
|
|
2022
Q4 | $565K | Buy |
7,215
+1,231
| +21% | +$96.4K | 0.03% | 495 |
|
|
2022
Q3 | $382K | Buy |
5,984
+205
| +4% | +$13.1K | 0.02% | 574 |
|
|
2022
Q2 | $408K | Buy |
5,779
+316
| +6% | +$22.3K | 0.02% | 565 |
|
|
2022
Q1 | $420K | Sell |
5,463
-257
| -4% | -$19.8K | 0.02% | 634 |
|
|
2021
Q4 | $498K | Buy |
5,720
+238
| +4% | +$20.7K | 0.02% | 587 |
|
|
2021
Q3 | $451K | Sell |
5,482
-645
| -11% | -$53.1K | 0.03% | 569 |
|
|
2021
Q2 | $501K | Buy |
6,127
+319
| +5% | +$26.1K | 0.03% | 506 |
|
|
2021
Q1 | $398K | Buy |
5,808
+162
| +3% | +$11.1K | 0.03% | 514 |
|
|
2020
Q4 | $377K | Buy |
5,646
+2,132
| +61% | +$142K | 0.03% | 503 |
|
|
2020
Q3 | $219K | Buy |
+3,514
| New | +$219K | 0.02% | 577 |
|