NewEdge 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 | $1.01M | Buy |
10,222
+1,196
| +13% | +$118K | 0.01% | 1287 |
|
|
2025
Q1 | $931K | Sell |
9,026
-627
| -6% | -$64.7K | 0.01% | 1224 |
|
|
2024
Q4 | $894K | Buy |
9,653
+514
| +6% | +$47.6K | 0.01% | 1217 |
|
|
2024
Q3 | $950K | Buy |
9,139
+43
| +0.5% | +$4.47K | 0.01% | 1135 |
|
|
2024
Q2 | $876K | Sell |
9,096
-50
| -0.5% | -$4.81K | 0.01% | 1134 |
|
|
2024
Q1 | $908K | Buy |
9,146
+2,514
| +38% | +$250K | 0.01% | 1046 |
|
|
2023
Q4 | $588K | Buy |
6,632
+859
| +15% | +$76.1K | 0.01% | 1200 |
|
|
2023
Q3 | $464K | Buy |
5,773
+191
| +3% | +$15.3K | 0.01% | 1213 |
|
|
2023
Q2 | $497K | Buy |
5,582
+316
| +6% | +$28.1K | 0.01% | 1191 |
|
|
2023
Q1 | $444K | Buy |
5,266
+536
| +11% | +$45.2K | 0.01% | 1157 |
|
|
2022
Q4 | $256K | Buy |
+4,730
| New | +$256K | 0.01% | 1080 |
|
|
2022
Q3 | – | Sell |
-10,051
| Closed | -$711K | – | 1622 |
|
|
2022
Q2 | $711K | Buy |
+10,051
| New | +$711K | 0.01% | 826 |
|
|
2022
Q1 | – | Sell |
-5,607
| Closed | -$488K | – | 1480 |
|
|
2021
Q4 | $488K | Buy |
+5,607
| New | +$488K | 0.01% | 1089 |
|
|
2021
Q2 | – | Sell |
-12,817
| Closed | -$877K | – | 1179 |
|
|
2021
Q1 | $877K | Buy |
12,817
+9,353
| +270% | +$640K | 0.03% | 492 |
|
|
2020
Q4 | $234K | Sell |
3,464
-1,447
| -29% | -$97.7K | 0.01% | 844 |
|
|
2020
Q3 | $307K | Sell |
4,911
-1,723
| -26% | -$108K | 0.01% | 708 |
|
|
2020
Q2 | $377K | Buy |
+6,634
| New | +$377K | 0.01% | 615 |
|