MML Investors 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 | $6.06M | Sell |
61,146
-6,282
| -9% | -$622K | 0.02% | 715 |
|
2025
Q1 | $6.96M | Sell |
67,428
-4,840
| -7% | -$500K | 0.02% | 603 |
|
2024
Q4 | $6.69M | Buy |
72,268
+3,060
| +4% | +$283K | 0.02% | 591 |
|
2024
Q3 | $7.19M | Buy |
69,208
+1,038
| +2% | +$108K | 0.03% | 553 |
|
2024
Q2 | $6.56M | Sell |
68,170
-13,300
| -16% | -$1.28M | 0.03% | 545 |
|
2024
Q1 | $8.09M | Buy |
81,470
+9,208
| +13% | +$914K | 0.03% | 475 |
|
2023
Q4 | $6.47M | Buy |
72,262
+7,144
| +11% | +$639K | 0.03% | 503 |
|
2023
Q3 | $5.23M | Buy |
65,118
+5,838
| +10% | +$469K | 0.03% | 522 |
|
2023
Q2 | $5.28M | Buy |
59,280
+14,548
| +33% | +$1.3M | 0.03% | 514 |
|
2023
Q1 | $3.78M | Buy |
44,732
+1,484
| +3% | +$125K | 0.03% | 557 |
|
2022
Q4 | $3.39M | Buy |
43,248
+2,272
| +6% | +$178K | 0.02% | 626 |
|
2022
Q3 | $2.61M | Buy |
40,976
+3,374
| +9% | +$215K | 0.02% | 646 |
|
2022
Q2 | $2.66M | Buy |
37,602
+1,762
| +5% | +$125K | 0.02% | 644 |
|
2022
Q1 | $2.76M | Buy |
35,840
+367
| +1% | +$28.2K | 0.02% | 668 |
|
2021
Q4 | $3.09M | Buy |
35,473
+1,863
| +6% | +$162K | 0.02% | 589 |
|
2021
Q3 | $2.77M | Buy |
33,610
+1,010
| +3% | +$83.1K | 0.02% | 611 |
|
2021
Q2 | $2.67M | Buy |
32,600
+382
| +1% | +$31.2K | 0.02% | 600 |
|
2021
Q1 | $2.21M | Sell |
32,218
-2,944
| -8% | -$201K | 0.02% | 622 |
|
2020
Q4 | $2.38M | Buy |
35,162
+4,483
| +15% | +$303K | 0.03% | 527 |
|
2020
Q3 | $1.92M | Sell |
30,679
-1,635
| -5% | -$102K | 0.02% | 538 |
|
2020
Q2 | $1.84M | Buy |
+32,314
| New | +$1.84M | 0.02% | 530 |
|