Lido Advisors’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 | $1.12M | Buy |
11,344
+1,476
| +15% | +$146K | ﹤0.01% | 721 |
|
|
2025
Q1 | $1.02M | Buy |
9,868
+1,887
| +24% | +$195K | ﹤0.01% | 724 |
|
|
2024
Q4 | $739K | Sell |
7,981
-291
| -4% | -$27K | ﹤0.01% | 805 |
|
|
2024
Q3 | $860K | Buy |
8,272
+500
| +6% | +$52K | ﹤0.01% | 707 |
|
|
2024
Q2 | $748K | Buy |
7,772
+392
| +5% | +$37.7K | ﹤0.01% | 716 |
|
|
2024
Q1 | $733K | Buy |
7,380
+654
| +10% | +$64.9K | ﹤0.01% | 694 |
|
|
2023
Q4 | $602K | Sell |
6,726
-295
| -4% | -$26.4K | ﹤0.01% | 714 |
|
|
2023
Q3 | $564K | Buy |
7,021
+1,091
| +18% | +$87.6K | ﹤0.01% | 648 |
|
|
2023
Q2 | $528K | Buy |
5,930
+617
| +12% | +$54.9K | ﹤0.01% | 647 |
|
|
2023
Q1 | $448K | Buy |
5,313
+2,243
| +73% | +$189K | ﹤0.01% | 649 |
|
|
2022
Q4 | $240K | Buy |
+3,070
| New | +$240K | ﹤0.01% | 761 |
|
|
2022
Q2 | – | Sell |
-3,172
| Closed | -$244K | – | 911 |
|
|
2022
Q1 | $244K | Buy |
3,172
+242
| +8% | +$18.6K | ﹤0.01% | 787 |
|
|
2021
Q4 | $255K | Buy |
2,930
+71
| +2% | +$6.18K | ﹤0.01% | 765 |
|
|
2021
Q3 | $235K | Buy |
+2,859
| New | +$235K | ﹤0.01% | 738 |
|