MOTCO’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 | $32.4K | Sell |
378
-109
| -22% | -$9.34K | ﹤0.01% | 342 |
|
|
2025
Q1 | $50.3K | Buy |
487
+88
| +22% | +$9.08K | 0.01% | 292 |
|
|
2024
Q4 | $37K | Hold |
399
| – | – | ﹤0.01% | 304 |
|
|
2024
Q3 | $41.5K | Hold |
399
| – | – | ﹤0.01% | 347 |
|
|
2024
Q2 | $38.4K | Sell |
399
-17
| -4% | -$1.64K | ﹤0.01% | 441 |
|
|
2024
Q1 | $41.3K | Buy |
416
+50
| +14% | +$4.96K | ﹤0.01% | 412 |
|
|
2023
Q4 | $32.7K | Sell |
366
-36
| -9% | -$3.22K | ﹤0.01% | 393 |
|
|
2023
Q3 | $32.3K | Buy |
402
+36
| +10% | +$2.89K | ﹤0.01% | 398 |
|
|
2023
Q2 | $32.6K | Hold |
366
| – | – | ﹤0.01% | 396 |
|
|
2023
Q1 | $30.9K | Hold |
366
| – | – | ﹤0.01% | 378 |
|
|
2022
Q4 | $28.7K | Hold |
366
| – | – | ﹤0.01% | 395 |
|
|
2022
Q3 | $23K | Hold |
366
| – | – | ﹤0.01% | 436 |
|
|
2022
Q2 | $26K | Hold |
366
| – | – | ﹤0.01% | 411 |
|
|
2022
Q1 | $28K | Hold |
366
| – | – | ﹤0.01% | 407 |
|
|
2021
Q4 | $32K | Hold |
366
| – | – | ﹤0.01% | 389 |
|
|
2021
Q3 | $30K | Hold |
366
| – | – | ﹤0.01% | 397 |
|
|
2021
Q2 | $30K | Hold |
366
| – | – | ﹤0.01% | 400 |
|
|
2021
Q1 | $25K | Sell |
366
-253
| -41% | -$17.3K | ﹤0.01% | 391 |
|
|
2020
Q4 | $42K | Sell |
619
-101
| -14% | -$6.85K | ﹤0.01% | 375 |
|
|
2020
Q3 | $45K | Sell |
720
-249
| -26% | -$15.6K | ﹤0.01% | 347 |
|
|
2020
Q2 | $55K | Buy |
+969
| New | +$55K | ﹤0.01% | 314 |
|