Nicolet Advisory Services’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 | – | Sell |
-2,152
| Closed | -$203K | – | 423 |
|
|
2025
Q1 | $203K | Buy |
+2,152
| New | +$203K | 0.02% | 364 |
|
|
2024
Q4 | – | Sell |
-2,082
| Closed | -$217K | – | 393 |
|
|
2024
Q3 | $217K | Sell |
2,082
-68
| -3% | -$7.09K | 0.02% | 344 |
|
|
2024
Q2 | $208K | Buy |
2,150
+38
| +2% | +$3.68K | 0.02% | 341 |
|
|
2024
Q1 | $209K | Buy |
+2,112
| New | +$209K | 0.02% | 332 |
|
|
2023
Q2 | – | Sell |
-3,783
| Closed | -$297K | – | 315 |
|
|
2023
Q1 | $297K | Buy |
3,783
+101
| +3% | +$7.93K | 0.03% | 213 |
|
|
2022
Q4 | $302K | Hold |
3,682
| – | – | 0.04% | 182 |
|
|
2022
Q3 | $239K | Buy |
3,682
+7
| +0.2% | +$454 | 0.04% | 164 |
|
|
2022
Q2 | $258K | Buy |
3,675
+7
| +0.2% | +$491 | 0.04% | 148 |
|
|
2022
Q1 | $283K | Buy |
3,668
+5
| +0.1% | +$386 | 0.04% | 153 |
|
|
2021
Q4 | $319K | Buy |
3,663
+5
| +0.1% | +$435 | 0.04% | 148 |
|
|
2021
Q3 | $301K | Sell |
3,658
-121
| -3% | -$9.96K | 0.04% | 150 |
|
|
2021
Q2 | $309K | Buy |
3,779
+5
| +0.1% | +$409 | 0.04% | 137 |
|
|
2021
Q1 | $258K | Buy |
3,774
+6
| +0.2% | +$410 | 0.04% | 145 |
|
|
2020
Q4 | $255K | Sell |
3,768
-9
| -0.2% | -$609 | 0.04% | 150 |
|
|
2020
Q3 | $236K | Sell |
3,777
-61
| -2% | -$3.81K | 0.04% | 145 |
|
|
2020
Q2 | $218K | Buy |
+3,838
| New | +$218K | 0.03% | 186 |
|