LPL Financial’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 | $22.6M | Sell |
228,387
-7,554
| -3% | -$748K | 0.01% | 1178 |
|
|
2025
Q1 | $24.3M | Buy |
235,941
+25,878
| +12% | +$2.67M | 0.01% | 1032 |
|
|
2024
Q4 | $19.5M | Buy |
210,063
+36,032
| +21% | +$3.34M | 0.01% | 1105 |
|
|
2024
Q3 | $18.1M | Buy |
174,031
+15,943
| +10% | +$1.66M | 0.01% | 1098 |
|
|
2024
Q2 | $15.2M | Buy |
158,088
+18,769
| +13% | +$1.81M | 0.01% | 1098 |
|
|
2024
Q1 | $13.8M | Buy |
139,319
+14,767
| +12% | +$1.47M | 0.01% | 1123 |
|
|
2023
Q4 | $11.1M | Buy |
124,552
+7,460
| +6% | +$667K | 0.01% | 1176 |
|
|
2023
Q3 | $9.4M | Buy |
117,092
+18,478
| +19% | +$1.48M | 0.01% | 1196 |
|
|
2023
Q2 | $8.78M | Buy |
98,614
+5,557
| +6% | +$495K | 0.01% | 1202 |
|
|
2023
Q1 | $7.85M | Sell |
93,057
-2,562
| -3% | -$216K | 0.01% | 1232 |
|
|
2022
Q4 | $7.49M | Sell |
95,619
-9,759
| -9% | -$764K | 0.01% | 1213 |
|
|
2022
Q3 | $6.72M | Sell |
105,378
-1,246
| -1% | -$79.5K | 0.01% | 1176 |
|
|
2022
Q2 | $7.54M | Buy |
106,624
+2,388
| +2% | +$169K | 0.01% | 1123 |
|
|
2022
Q1 | $8.02M | Buy |
104,236
+537
| +0.5% | +$41.3K | 0.01% | 1115 |
|
|
2021
Q4 | $9.03M | Sell |
103,699
-29,234
| -22% | -$2.55M | 0.01% | 1080 |
|
|
2021
Q3 | $10.9M | Buy |
132,933
+2,521
| +2% | +$207K | 0.01% | 904 |
|
|
2021
Q2 | $10.7M | Buy |
130,412
+27,210
| +26% | +$2.23M | 0.01% | 872 |
|
|
2021
Q1 | $7.06M | Buy |
103,202
+13,860
| +16% | +$949K | 0.01% | 1015 |
|
|
2020
Q4 | $6.04M | Buy |
89,342
+1,700
| +2% | +$115K | 0.01% | 1007 |
|
|
2020
Q3 | $5.47M | Sell |
87,642
-16,111
| -16% | -$1.01M | 0.01% | 904 |
|
|
2020
Q2 | $5.9M | Buy |
+103,753
| New | +$5.9M | 0.01% | 796 |
|