Nisa Investment 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 | $11.9M | Buy |
120,306
+3,619
| +3% | +$358K | 0.05% | 234 |
|
|
2025
Q1 | $12M | Buy |
116,687
+16,061
| +16% | +$1.66M | 0.06% | 237 |
|
|
2024
Q4 | $9.32M | Sell |
100,626
-15,633
| -13% | -$1.45M | 0.04% | 303 |
|
|
2024
Q3 | $12.1M | Sell |
116,259
-2,806
| -2% | -$292K | 0.07% | 253 |
|
|
2024
Q2 | $11.5M | Buy |
119,065
+314
| +0.3% | +$30.2K | 0.07% | 253 |
|
|
2024
Q1 | $11.8M | Sell |
118,751
-6,542
| -5% | -$649K | 0.08% | 244 |
|
|
2023
Q4 | $11.2M | Sell |
125,293
-491
| -0.4% | -$43.9K | 0.08% | 242 |
|
|
2023
Q3 | $10.1M | Sell |
125,784
-7,832
| -6% | -$629K | 0.08% | 257 |
|
|
2023
Q2 | $11.9M | Buy |
133,616
+4,379
| +3% | +$390K | 0.09% | 241 |
|
|
2023
Q1 | $10.9M | Buy |
129,237
+31,464
| +32% | +$2.66M | 0.09% | 253 |
|
|
2022
Q4 | $7.66M | Sell |
97,773
-6,768
| -6% | -$530K | 0.06% | 323 |
|
|
2022
Q3 | $6.68M | Sell |
104,541
-33,019
| -24% | -$2.11M | 0.06% | 315 |
|
|
2022
Q2 | $9.72M | Buy |
137,560
+15,105
| +12% | +$1.07M | 0.09% | 241 |
|
|
2022
Q1 | $9.42M | Sell |
122,455
-15,594
| -11% | -$1.2M | 0.07% | 276 |
|
|
2021
Q4 | $11.8M | Sell |
138,049
-7,338
| -5% | -$627K | 0.09% | 232 |
|
|
2021
Q3 | $12K | Sell |
145,387
-2,509
| -2% | -$206 | 0.07% | 245 |
|
|
2021
Q2 | $12.1K | Buy |
147,896
+21,531
| +17% | +$1.76K | 0.08% | 237 |
|
|
2021
Q1 | $8.65K | Sell |
126,365
-420
| -0.3% | -$29 | 0.05% | 296 |
|
|
2020
Q4 | $8.56M | Buy |
126,785
+1,800
| +1% | +$122K | 0.06% | 306 |
|
|
2020
Q3 | $7.8M | Sell |
124,985
-4,500
| -3% | -$281K | 0.06% | 281 |
|
|
2020
Q2 | $7.36M | Buy |
+129,485
| New | +$7.36M | 0.07% | 265 |
|