Merit Financial 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 | $2.3M | Buy |
23,255
+6,900
| +42% | +$683K | 0.03% | 478 |
|
|
2025
Q1 | $1.69M | Buy |
16,355
+5,565
| +52% | +$574K | 0.03% | 478 |
|
|
2024
Q4 | $999K | Buy |
10,790
+694
| +7% | +$64.3K | 0.02% | 511 |
|
|
2024
Q3 | $1.05M | Sell |
10,096
-278
| -3% | -$28.9K | 0.02% | 412 |
|
|
2024
Q2 | $999K | Sell |
10,374
-192
| -2% | -$18.5K | 0.02% | 410 |
|
|
2024
Q1 | $973K | Buy |
10,566
+379
| +4% | +$34.9K | 0.02% | 405 |
|
|
2023
Q4 | $911K | Buy |
10,187
+378
| +4% | +$33.8K | 0.03% | 336 |
|
|
2023
Q3 | $788K | Buy |
9,809
+378
| +4% | +$30.4K | 0.03% | 364 |
|
|
2023
Q2 | $839K | Buy |
9,431
+120
| +1% | +$10.7K | 0.03% | 365 |
|
|
2023
Q1 | $786K | Sell |
9,311
-51
| -0.5% | -$4.3K | 0.03% | 319 |
|
|
2022
Q4 | $733K | Buy |
9,362
+590
| +7% | +$46.2K | 0.03% | 348 |
|
|
2022
Q3 | $560K | Buy |
8,772
+850
| +11% | +$54.3K | 0.02% | 338 |
|
|
2022
Q2 | $560K | Buy |
7,922
+76
| +1% | +$5.37K | 0.02% | 328 |
|
|
2022
Q1 | $604K | Sell |
7,846
-100
| -1% | -$7.7K | 0.04% | 212 |
|
|
2021
Q4 | $692K | Sell |
7,946
-85
| -1% | -$7.4K | 0.07% | 139 |
|
|
2021
Q3 | $661K | Hold |
8,031
| – | – | 0.07% | 138 |
|
|
2021
Q2 | $657K | Sell |
8,031
-66
| -0.8% | -$5.4K | 0.06% | 138 |
|
|
2021
Q1 | $554K | Hold |
8,097
| – | – | 0.06% | 143 |
|
|
2020
Q4 | $547K | Hold |
8,097
| – | – | 0.05% | 131 |
|
|
2020
Q3 | $505K | Sell |
8,097
-230
| -3% | -$14.3K | 0.05% | 136 |
|
|
2020
Q2 | $473K | Buy |
+8,327
| New | +$473K | 0.05% | 132 |
|