Mutual 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 | $579K | Buy |
6,444
+1,442
| +29% | +$129K | 0.01% | 718 |
|
|
2025
Q1 | $465K | Buy |
5,002
+663
| +15% | +$61.6K | 0.01% | 741 |
|
|
2024
Q4 | $404K | Sell |
4,339
-128
| -3% | -$11.9K | 0.01% | 780 |
|
|
2024
Q3 | $458K | Sell |
4,467
-869
| -16% | -$89.1K | 0.01% | 746 |
|
|
2024
Q2 | $496K | Buy |
5,336
+25
| +0.5% | +$2.33K | 0.02% | 697 |
|
|
2024
Q1 | $527K | Sell |
5,311
-62
| -1% | -$6.16K | 0.02% | 677 |
|
|
2023
Q4 | $481K | Buy |
5,373
+58
| +1% | +$5.19K | 0.02% | 666 |
|
|
2023
Q3 | $427K | Sell |
5,315
-17
| -0.3% | -$1.37K | 0.02% | 659 |
|
|
2023
Q2 | $475K | Sell |
5,332
-169
| -3% | -$15K | 0.02% | 647 |
|
|
2023
Q1 | $464K | Sell |
5,501
-693
| -11% | -$58.5K | 0.02% | 646 |
|
|
2022
Q4 | $485K | Sell |
6,194
-230
| -4% | -$18K | 0.02% | 598 |
|
|
2022
Q3 | $410K | Buy |
6,424
+191
| +3% | +$12.2K | 0.02% | 618 |
|
|
2022
Q2 | $440K | Buy |
6,233
+95
| +2% | +$6.71K | 0.03% | 572 |
|
|
2022
Q1 | $472K | Buy |
6,138
+182
| +3% | +$14K | 0.03% | 587 |
|
|
2021
Q4 | $519K | Sell |
5,956
-191
| -3% | -$16.6K | 0.03% | 570 |
|
|
2021
Q3 | $506K | Buy |
6,147
+306
| +5% | +$25.2K | 0.03% | 537 |
|
|
2021
Q2 | $478K | Sell |
5,841
-1,055
| -15% | -$86.3K | 0.03% | 537 |
|
|
2021
Q1 | $472K | Buy |
6,896
+203
| +3% | +$13.9K | 0.03% | 497 |
|
|
2020
Q4 | $452K | Buy |
6,693
+63
| +1% | +$4.26K | 0.03% | 486 |
|
|
2020
Q3 | $414K | Buy |
6,630
+1,946
| +42% | +$122K | 0.04% | 461 |
|
|
2020
Q2 | $266K | Buy |
+4,684
| New | +$266K | 0.03% | 527 |
|