Mather Group’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 | $344K | Sell |
3,470
-499
| -13% | -$49.4K | ﹤0.01% | 466 |
|
|
2025
Q1 | $410K | Buy |
3,969
+555
| +16% | +$57.3K | ﹤0.01% | 421 |
|
|
2024
Q4 | $316K | Buy |
3,414
+40
| +1% | +$3.7K | ﹤0.01% | 456 |
|
|
2024
Q3 | $351K | Sell |
3,374
-428
| -11% | -$44.5K | ﹤0.01% | 432 |
|
|
2024
Q2 | $377K | Buy |
3,802
+1,771
| +87% | +$176K | ﹤0.01% | 476 |
|
|
2024
Q1 | $182K | Buy |
+2,031
| New | +$182K | ﹤0.01% | 546 |
|
|
2023
Q3 | – | Sell |
-1,231
| Closed | -$110K | – | 595 |
|
|
2023
Q2 | $110K | Buy |
+1,231
| New | +$110K | ﹤0.01% | 563 |
|