Newbridge Financial Services Group’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 | $30.8K | Buy |
311
+38
| +14% | +$3.76K | 0.01% | 610 |
|
|
2025
Q1 | $28.2K | Buy |
273
+39
| +17% | +$4.02K | 0.01% | 486 |
|
|
2024
Q4 | $21.6K | Buy |
234
+13
| +6% | +$1.2K | 0.01% | 581 |
|
|
2024
Q3 | $23K | Buy |
221
+171
| +342% | +$17.8K | 0.01% | 346 |
|
|
2024
Q2 | $4.81K | Hold |
50
| – | – | ﹤0.01% | 852 |
|
|
2024
Q1 | $4.96K | Sell |
50
-44
| -47% | -$4.37K | ﹤0.01% | 889 |
|
|
2023
Q4 | $8.41K | Buy |
94
+30
| +47% | +$2.68K | ﹤0.01% | 774 |
|
|
2023
Q3 | $5.14K | Hold |
64
| – | – | ﹤0.01% | 945 |
|
|
2023
Q2 | $5.7K | Hold |
64
| – | – | ﹤0.01% | 987 |
|
|
2023
Q1 | $5.4K | Sell |
64
-50
| -44% | -$4.22K | ﹤0.01% | 1046 |
|
|
2022
Q4 | $8.93K | Sell |
114
-101
| -47% | -$7.91K | 0.01% | 937 |
|
|
2022
Q3 | $14K | Hold |
215
| – | – | 0.01% | 797 |
|
|
2022
Q2 | $15K | Buy |
215
+1
| +0.5% | +$70 | 0.01% | 739 |
|
|
2022
Q1 | $16K | Hold |
214
| – | – | 0.01% | 790 |
|
|
2021
Q4 | $19K | Buy |
214
+164
| +328% | +$14.6K | 0.01% | 747 |
|
|
2021
Q3 | $4K | Sell |
50
-300
| -86% | -$24K | ﹤0.01% | 1070 |
|
|
2021
Q2 | $29K | Buy |
350
+41
| +13% | +$3.4K | 0.02% | 656 |
|
|
2021
Q1 | $21K | Sell |
309
-83
| -21% | -$5.64K | 0.02% | 681 |
|
|
2020
Q4 | $26K | Hold |
392
| – | – | 0.02% | 476 |
|
|
2020
Q3 | $24K | Buy |
+392
| New | +$24K | 0.02% | 459 |
|