Laurel Wealth Advisors (North Carolina)’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 | $2.67M | Buy |
264,186
+261,656
| +10,342% | +$2.64M | 0.04% | 175 |
|
|
2025
Q1 | $261K | Hold |
2,530
| – | – | 0.04% | 157 |
|
|
2024
Q4 | $234K | Sell |
2,530
-25
| -1% | -$2.32K | 0.04% | 168 |
|
|
2024
Q3 | $266K | Hold |
2,555
| – | – | 0.04% | 158 |
|
|
2024
Q2 | $246K | Sell |
2,555
-37
| -1% | -$3.56K | 0.04% | 160 |
|
|
2024
Q1 | $257K | Hold |
2,592
| – | – | 0.04% | 158 |
|
|
2023
Q4 | $232K | Sell |
2,592
-17
| -0.7% | -$1.52K | 0.04% | 161 |
|
|
2023
Q3 | $210K | Sell |
2,609
-62
| -2% | -$4.98K | 0.04% | 160 |
|
|
2023
Q2 | $238K | Sell |
2,671
-255
| -9% | -$22.7K | 0.05% | 156 |
|
|
2023
Q1 | $247K | Buy |
2,926
+7
| +0.2% | +$591 | 0.05% | 154 |
|
|
2022
Q4 | $229K | Sell |
2,919
-38
| -1% | -$2.98K | 0.05% | 153 |
|
|
2022
Q3 | $189K | Sell |
2,957
-90
| -3% | -$5.75K | 0.05% | 158 |
|
|
2022
Q2 | $215K | Sell |
3,047
-35
| -1% | -$2.47K | 0.05% | 148 |
|
|
2022
Q1 | $237K | Sell |
3,082
-16
| -0.5% | -$1.23K | 0.05% | 155 |
|
|
2021
Q4 | $270K | Hold |
3,098
| – | – | 0.06% | 145 |
|
|
2021
Q3 | $255K | Sell |
3,098
-470
| -13% | -$38.7K | 0.06% | 148 |
|
|
2021
Q2 | $292K | Sell |
3,568
-62
| -2% | -$5.07K | 0.06% | 147 |
|
|
2021
Q1 | $248K | Sell |
3,630
-84
| -2% | -$5.74K | 0.06% | 146 |
|
|
2020
Q4 | $251K | Sell |
3,714
-552
| -13% | -$37.3K | 0.07% | 142 |
|
|
2020
Q3 | $266K | Sell |
4,266
-1,030
| -19% | -$64.2K | 0.08% | 130 |
|
|
2020
Q2 | $301K | Buy |
+5,296
| New | +$301K | 0.1% | 121 |
|