Moneta Group Investment Advisors’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 | $778K | Buy |
7,860
+2,448
| +45% | +$242K | 0.01% | 350 |
|
|
2025
Q1 | $558K | Sell |
5,412
-1,174
| -18% | -$121K | 0.01% | 393 |
|
|
2024
Q4 | $610K | Buy |
6,586
+913
| +16% | +$84.6K | 0.01% | 364 |
|
|
2024
Q3 | $590K | Sell |
5,673
-59
| -1% | -$6.13K | 0.01% | 375 |
|
|
2024
Q2 | $552K | Sell |
5,732
-32
| -0.6% | -$3.08K | 0.01% | 371 |
|
|
2024
Q1 | $572K | Buy |
+5,764
| New | +$572K | 0.01% | 352 |
|
|
2022
Q4 | – | Sell |
-3,401
| Closed | -$217K | – | 466 |
|
|
2022
Q3 | $217K | Sell |
3,401
-448
| -12% | -$28.6K | 0.01% | 402 |
|
|
2022
Q2 | $272K | Buy |
3,849
+28
| +0.7% | +$1.98K | 0.01% | 396 |
|
|
2022
Q1 | $294K | Buy |
3,821
+65
| +2% | +$5K | 0.01% | 360 |
|
|
2021
Q4 | $327K | Sell |
3,756
-60
| -2% | -$5.22K | 0.01% | 366 |
|
|
2021
Q3 | $314K | Sell |
3,816
-36
| -0.9% | -$2.96K | 0.01% | 356 |
|
|
2021
Q2 | $315K | Sell |
3,852
-180
| -4% | -$14.7K | 0.01% | 354 |
|
|
2021
Q1 | $276K | Buy |
+4,032
| New | +$276K | 0.01% | 352 |
|