Natixis’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 | $8.32M | Buy |
84,026
+58,286
| +226% | +$5.77M | 0.04% | 252 |
|
|
2025
Q1 | $2.63M | Buy |
25,740
+15,394
| +149% | +$1.57M | 0.01% | 366 |
|
|
2024
Q4 | $958K | Buy |
+10,346
| New | +$958K | 0.01% | 598 |
|
|
2024
Q3 | – | Sell |
-291,277
| Closed | -$28M | – | 1056 |
|
|
2024
Q2 | $28M | Buy |
291,277
+253,785
| +677% | +$24.4M | 0.16% | 101 |
|
|
2024
Q1 | $3.72M | Buy |
+37,492
| New | +$3.72M | 0.02% | 330 |
|
|
2023
Q4 | – | Sell |
-1,949
| Closed | -$157K | – | 1114 |
|
|
2023
Q3 | $157K | Buy |
+1,949
| New | +$157K | ﹤0.01% | 725 |
|
|
2023
Q1 | – | Sell |
-27,719
| Closed | -$2.17M | – | 1095 |
|
|
2022
Q4 | $2.17M | Buy |
27,719
+1,840
| +7% | +$144K | 0.01% | 474 |
|
|
2022
Q3 | $1.65M | Sell |
25,879
-9,731
| -27% | -$621K | 0.01% | 618 |
|
|
2022
Q2 | $2.52M | Sell |
35,610
-123,594
| -78% | -$8.74M | 0.01% | 583 |
|
|
2022
Q1 | $12.3M | Buy |
+159,204
| New | +$12.3M | 0.04% | 370 |
|
|
2021
Q4 | – | Sell |
-233,360
| Closed | -$19.2M | – | 1317 |
|
|
2021
Q3 | $19.2M | Buy |
233,360
+65,967
| +39% | +$5.43M | 0.07% | 244 |
|
|
2021
Q2 | $13.7M | Sell |
167,393
-163,074
| -49% | -$13.3M | 0.06% | 234 |
|
|
2021
Q1 | $22.6M | Buy |
330,467
+264,091
| +398% | +$18.1M | 0.07% | 240 |
|
|
2020
Q4 | $4.48M | Sell |
66,376
-3,128
| -5% | -$211K | 0.02% | 533 |
|
|
2020
Q3 | $4.34M | Sell |
69,504
-13,285
| -16% | -$829K | 0.03% | 299 |
|
|
2020
Q2 | $4.71M | Buy |
+82,789
| New | +$4.71M | 0.04% | 301 |
|