Kingsview Wealth Management’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 | $817K | Buy |
8,247
+1,020
| +14% | +$101K | 0.01% | 636 |
|
|
2025
Q1 | $746K | Sell |
7,227
-411
| -5% | -$42.4K | 0.01% | 617 |
|
|
2024
Q4 | $707K | Buy |
7,638
+536
| +8% | +$49.6K | 0.01% | 645 |
|
|
2024
Q3 | $738K | Buy |
7,102
+820
| +13% | +$85.2K | 0.02% | 607 |
|
|
2024
Q2 | $605K | Buy |
6,282
+183
| +3% | +$17.6K | 0.01% | 630 |
|
|
2024
Q1 | $605K | Buy |
6,099
+455
| +8% | +$45.2K | 0.02% | 618 |
|
|
2023
Q4 | $505K | Buy |
5,644
+99
| +2% | +$8.86K | 0.02% | 630 |
|
|
2023
Q3 | $445K | Buy |
5,545
+543
| +11% | +$43.6K | 0.02% | 649 |
|
|
2023
Q2 | $445K | Buy |
5,002
+131
| +3% | +$11.7K | 0.02% | 627 |
|
|
2023
Q1 | $411K | Sell |
4,871
-514
| -10% | -$43.4K | 0.02% | 630 |
|
|
2022
Q4 | $422K | Sell |
5,385
-678
| -11% | -$53.1K | 0.02% | 557 |
|
|
2022
Q3 | $387K | Sell |
6,063
-315
| -5% | -$20.1K | 0.02% | 569 |
|
|
2022
Q2 | $451K | Buy |
6,378
+403
| +7% | +$28.5K | 0.02% | 559 |
|
|
2022
Q1 | $460K | Sell |
5,975
-495
| -8% | -$38.1K | 0.02% | 587 |
|
|
2021
Q4 | $563K | Buy |
6,470
+57
| +0.9% | +$4.96K | 0.02% | 537 |
|
|
2021
Q3 | $528K | Buy |
6,413
+671
| +12% | +$55.2K | 0.03% | 527 |
|
|
2021
Q2 | $471K | Buy |
5,742
+726
| +14% | +$59.6K | 0.02% | 570 |
|
|
2021
Q1 | $347K | Sell |
5,016
-187
| -4% | -$12.9K | 0.02% | 598 |
|
|
2020
Q4 | $351K | Sell |
5,203
-69
| -1% | -$4.66K | 0.03% | 520 |
|
|
2020
Q3 | $329K | Sell |
5,272
-1,072
| -17% | -$66.9K | 0.03% | 457 |
|
|
2020
Q2 | $361K | Buy |
+6,344
| New | +$361K | 0.04% | 401 |
|