Lifeworks 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 | $4.8M | Sell |
48,449
-7,666
| -14% | -$759K | 0.72% | 41 |
|
|
2025
Q1 | $5.79M | Buy |
56,115
+3,105
| +6% | +$320K | 0.96% | 28 |
|
|
2024
Q4 | $4.91M | Buy |
53,010
+9,005
| +20% | +$834K | 0.89% | 31 |
|
|
2024
Q3 | $4.57M | Buy |
44,005
+6,152
| +16% | +$639K | 0.9% | 32 |
|
|
2024
Q2 | $3.64M | Sell |
37,853
-20,041
| -35% | -$1.93M | 1.01% | 27 |
|
|
2024
Q1 | $5.75M | Buy |
57,894
+5,942
| +11% | +$590K | 1.61% | 13 |
|
|
2023
Q4 | $4.65M | Buy |
51,952
+3,640
| +8% | +$326K | 1.6% | 14 |
|
|
2023
Q3 | $3.88M | Sell |
48,312
-1,682
| -3% | -$135K | 1.51% | 16 |
|
|
2023
Q2 | $4.45M | Buy |
49,994
+2,339
| +5% | +$208K | 1.9% | 13 |
|
|
2023
Q1 | $4.02M | Sell |
47,655
-2,189
| -4% | -$185K | 1.9% | 8 |
|
|
2022
Q4 | $3.9M | Buy |
49,844
+1,977
| +4% | +$155K | 2.2% | 9 |
|
|
2022
Q3 | $3.38M | Buy |
47,867
+44,610
| +1,370% | +$3.15M | 1.92% | 15 |
|
|
2022
Q2 | $230K | Buy |
+3,257
| New | +$230K | 0.15% | 123 |
|