Modera Wealth Management’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 | $6.98M | Buy |
70,487
+4,824
| +7% | +$478K | 0.09% | 154 |
|
|
2025
Q1 | $6.78M | Buy |
65,663
+5,109
| +8% | +$527K | 0.09% | 148 |
|
|
2024
Q4 | $5.61M | Buy |
60,554
+14,064
| +30% | +$1.3M | 0.07% | 169 |
|
|
2024
Q3 | $4.83M | Buy |
46,490
+36,935
| +387% | +$3.84M | 0.06% | 170 |
|
|
2024
Q2 | $920K | Buy |
9,555
+334
| +4% | +$32.2K | 0.01% | 302 |
|
|
2024
Q1 | $915K | Sell |
9,221
-129
| -1% | -$12.8K | 0.01% | 307 |
|
|
2023
Q4 | $837K | Buy |
9,350
+18
| +0.2% | +$1.61K | 0.01% | 307 |
|
|
2023
Q3 | $749K | Buy |
9,332
+1,564
| +20% | +$126K | 0.01% | 310 |
|
|
2023
Q2 | $691K | Buy |
+7,768
| New | +$691K | 0.01% | 337 |
|
|
2022
Q1 | – | Sell |
-3,021
| Closed | -$263K | – | 524 |
|
|
2021
Q4 | $263K | Buy |
+3,021
| New | +$263K | 0.01% | 464 |
|