Northwestern Mutual Wealth Management’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 | $3.7M | Buy |
37,406
+2,215
| +6% | +$219K | ﹤0.01% | 771 |
|
|
2025
Q1 | $3.63M | Buy |
35,191
+6,326
| +22% | +$653K | ﹤0.01% | 748 |
|
|
2024
Q4 | $2.67M | Buy |
28,865
+2,263
| +9% | +$210K | ﹤0.01% | 780 |
|
|
2024
Q3 | $2.76M | Sell |
26,602
-33,825
| -56% | -$3.52M | ﹤0.01% | 760 |
|
|
2024
Q2 | $5.82M | Buy |
60,427
+3,474
| +6% | +$334K | 0.01% | 555 |
|
|
2024
Q1 | $5.65M | Buy |
56,953
+7,168
| +14% | +$712K | 0.01% | 533 |
|
|
2023
Q4 | $4.45M | Buy |
49,785
+12,512
| +34% | +$1.12M | 0.01% | 565 |
|
|
2023
Q3 | $2.99M | Buy |
37,273
+21,673
| +139% | +$1.74M | ﹤0.01% | 622 |
|
|
2023
Q2 | $1.39M | Buy |
15,600
+412
| +3% | +$36.7K | ﹤0.01% | 824 |
|
|
2023
Q1 | $1.28M | Buy |
15,188
+916
| +6% | +$77.3K | ﹤0.01% | 825 |
|
|
2022
Q4 | $1.12M | Buy |
14,272
+194
| +1% | +$15.2K | ﹤0.01% | 838 |
|
|
2022
Q3 | $898K | Sell |
14,078
-1,979
| -12% | -$126K | ﹤0.01% | 855 |
|
|
2022
Q2 | $1.14M | Buy |
16,057
+2,853
| +22% | +$202K | ﹤0.01% | 787 |
|
|
2022
Q1 | $1.02M | Sell |
13,204
-286
| -2% | -$22K | ﹤0.01% | 845 |
|
|
2021
Q4 | $1.17M | Buy |
13,490
+257
| +2% | +$22.4K | ﹤0.01% | 773 |
|
|
2021
Q3 | $1.09M | Buy |
13,233
+448
| +4% | +$36.9K | ﹤0.01% | 737 |
|
|
2021
Q2 | $1.05M | Sell |
12,785
-457
| -3% | -$37.4K | ﹤0.01% | 754 |
|
|
2021
Q1 | $907K | Buy |
13,242
+1,013
| +8% | +$69.4K | ﹤0.01% | 739 |
|
|
2020
Q4 | $827K | Buy |
12,229
+195
| +2% | +$13.2K | ﹤0.01% | 692 |
|
|
2020
Q3 | $752K | Sell |
12,034
-883
| -7% | -$55.2K | ﹤0.01% | 647 |
|
|
2020
Q2 | $734K | Buy |
+12,917
| New | +$734K | ﹤0.01% | 608 |
|