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