Key Financial Inc’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 | $57.7K | Sell |
583
-52
| -8% | -$5.15K | 0.01% | 463 |
|
|
2025
Q1 | $65.5K | Hold |
635
| – | – | 0.01% | 432 |
|
|
2024
Q4 | $58.8K | Hold |
635
| – | – | 0.01% | 450 |
|
|
2024
Q3 | $66K | Buy |
635
+5
| +0.8% | +$520 | 0.01% | 431 |
|
|
2024
Q2 | $60.6K | Buy |
630
+45
| +8% | +$4.33K | 0.01% | 426 |
|
|
2024
Q1 | $58.1K | Hold |
585
| – | – | 0.01% | 413 |
|
|
2023
Q4 | $52.3K | Sell |
585
-17
| -3% | -$1.52K | 0.01% | 417 |
|
|
2023
Q3 | $48.3K | Hold |
602
| – | – | 0.02% | 414 |
|
|
2023
Q2 | $53.6K | Hold |
602
| – | – | 0.02% | 397 |
|
|
2023
Q1 | $50.8K | Hold |
602
| – | – | 0.02% | 390 |
|
|
2022
Q4 | $38.4K | Hold |
602
| – | – | 0.02% | 398 |
|
|
2022
Q3 | $38K | Hold |
602
| – | – | 0.02% | 404 |
|
|
2022
Q2 | $43K | Hold |
602
| – | – | 0.02% | 390 |
|
|
2022
Q1 | $46K | Sell |
602
-45
| -7% | -$3.44K | 0.02% | 375 |
|
|
2021
Q4 | $56K | Hold |
647
| – | – | 0.03% | 333 |
|
|
2021
Q3 | $53K | Buy |
647
+50
| +8% | +$4.1K | 0.03% | 339 |
|
|
2021
Q2 | $53K | Buy |
597
+45
| +8% | +$4K | 0.03% | 347 |
|
|
2021
Q1 | $38K | Buy |
552
+39
| +8% | +$2.69K | 0.03% | 318 |
|
|
2020
Q4 | $35K | Buy |
+513
| New | +$35K | 0.03% | 301 |
|