Lindbrook Capital’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $620K | Buy |
6,008
+50
| +0.8% | +$5.16K | 0.06% | 187 |
|
|
2024
Q4 | $552K | Buy |
5,958
+37
| +0.6% | +$3.43K | 0.05% | 206 |
|
|
2024
Q3 | $615K | Sell |
5,921
-170
| -3% | -$17.7K | 0.05% | 194 |
|
|
2024
Q2 | $586K | Buy |
6,091
+121
| +2% | +$11.6K | 0.06% | 185 |
|
|
2024
Q1 | $593K | Buy |
5,970
+78
| +1% | +$7.74K | 0.06% | 188 |
|
|
2023
Q4 | $527K | Buy |
5,892
+710
| +14% | +$63.5K | 0.05% | 191 |
|
|
2023
Q3 | $416K | Buy |
5,182
+1
| +0% | +$80 | 0.05% | 205 |
|
|
2023
Q2 | $461K | Sell |
5,181
-193
| -4% | -$17.2K | 0.05% | 192 |
|
|
2023
Q1 | $454K | Sell |
5,374
-213
| -4% | -$18K | 0.05% | 186 |
|
|
2022
Q4 | $438K | Buy |
5,587
+290
| +5% | +$22.7K | 0.05% | 201 |
|
|
2022
Q3 | $338K | Buy |
5,297
+9
| +0.2% | +$574 | 0.06% | 193 |
|
|
2022
Q2 | $374K | Buy |
5,288
+96
| +2% | +$6.79K | 0.06% | 187 |
|
|
2022
Q1 | $400K | Sell |
5,192
-136
| -3% | -$10.5K | 0.06% | 186 |
|
|
2021
Q4 | $464K | Buy |
5,328
+4,035
| +312% | +$351K | 0.07% | 174 |
|
|
2021
Q3 | $106K | Hold |
1,293
| – | – | 0.03% | 258 |
|
|
2021
Q2 | $106K | Sell |
1,293
-500
| -28% | -$41K | 0.02% | 281 |
|
|
2021
Q1 | $123K | Buy |
1,793
+8
| +0.4% | +$549 | 0.03% | 235 |
|
|
2020
Q4 | $121K | Hold |
1,785
| – | – | 0.03% | 207 |
|
|
2020
Q3 | $111K | Sell |
1,785
-2
| -0.1% | -$124 | 0.03% | 190 |
|
|
2020
Q2 | $102K | Buy |
+1,787
| New | +$102K | 0.03% | 201 |
|