Meeder Advisory Services’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 | $982K | Sell |
9,922
-591
| -6% | -$58.5K | 0.05% | 259 |
|
|
2025
Q1 | $1.08M | Buy |
10,513
+1,675
| +19% | +$173K | 0.07% | 225 |
|
|
2024
Q4 | $818K | Buy |
8,838
+569
| +7% | +$52.7K | 0.05% | 258 |
|
|
2024
Q3 | $859K | Buy |
8,269
+386
| +5% | +$40.1K | 0.06% | 262 |
|
|
2024
Q2 | $759K | Buy |
7,883
+2,425
| +44% | +$233K | 0.05% | 261 |
|
|
2024
Q1 | $542K | Buy |
5,458
+417
| +8% | +$41.4K | 0.06% | 267 |
|
|
2023
Q4 | $451K | Buy |
5,041
+494
| +11% | +$44.2K | 0.05% | 285 |
|
|
2023
Q3 | $365K | Sell |
4,547
-1,035
| -19% | -$83.1K | 0.05% | 299 |
|
|
2023
Q2 | $497K | Buy |
5,582
+378
| +7% | +$33.6K | 0.05% | 283 |
|
|
2023
Q1 | $439K | Buy |
5,204
+708
| +16% | +$59.8K | 0.05% | 300 |
|
|
2022
Q4 | $352K | Buy |
+4,496
| New | +$352K | 0.04% | 319 |
|