Larson Financial Group’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 | $708K | Buy |
7,154
+647
| +10% | +$64.1K | 0.03% | 358 |
|
|
2025
Q1 | $672K | Sell |
6,507
-256
| -4% | -$26.4K | 0.03% | 327 |
|
|
2024
Q4 | $626K | Buy |
6,763
+368
| +6% | +$34.1K | 0.03% | 306 |
|
|
2024
Q3 | $665K | Buy |
6,395
+2,230
| +54% | +$232K | 0.04% | 283 |
|
|
2024
Q2 | $401K | Buy |
4,165
+288
| +7% | +$27.7K | 0.03% | 312 |
|
|
2024
Q1 | $385K | Buy |
3,877
+2,124
| +121% | +$211K | 0.03% | 273 |
|
|
2023
Q4 | $157K | Buy |
1,753
+823
| +88% | +$73.7K | 0.01% | 404 |
|
|
2023
Q3 | $74.7K | Buy |
930
+890
| +2,225% | +$71.5K | 0.01% | 517 |
|
|
2023
Q2 | $3.52K | Buy |
40
+1
| +3% | +$88 | ﹤0.01% | 1167 |
|
|
2023
Q1 | $3.33K | Hold |
39
| – | – | ﹤0.01% | 1158 |
|
|
2022
Q4 | $3.08K | Hold |
39
| – | – | ﹤0.01% | 1127 |
|
|
2022
Q3 | $2K | Hold |
39
| – | – | ﹤0.01% | 1128 |
|
|
2022
Q2 | $3K | Sell |
39
-50
| -56% | -$3.85K | ﹤0.01% | 974 |
|
|
2022
Q1 | $7K | Hold |
89
| – | – | ﹤0.01% | 739 |
|
|
2021
Q4 | $8K | Hold |
89
| – | – | ﹤0.01% | 732 |
|
|
2021
Q3 | $7K | Buy |
89
+1
| +1% | +$79 | ﹤0.01% | 650 |
|
|
2021
Q2 | $7K | Hold |
88
| – | – | ﹤0.01% | 609 |
|
|
2021
Q1 | $6K | Hold |
88
| – | – | ﹤0.01% | 618 |
|
|
2020
Q4 | $6K | Hold |
88
| – | – | ﹤0.01% | 555 |
|
|
2020
Q3 | $6K | Hold |
88
| – | – | ﹤0.01% | 507 |
|
|
2020
Q2 | $5K | Buy |
+88
| New | +$5K | ﹤0.01% | 486 |
|