Okabena Investment 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 | $2.22M | Sell |
22,460
-2,484
| -10% | -$246K | 0.49% | 38 |
|
|
2025
Q1 | $2.57M | Buy |
24,944
+1,336
| +6% | +$138K | 0.65% | 34 |
|
|
2024
Q4 | $2.19M | Sell |
23,608
-1,942
| -8% | -$180K | 0.61% | 39 |
|
|
2024
Q3 | $2.66M | Hold |
25,550
| – | – | 0.75% | 25 |
|
|
2024
Q2 | $2.46M | Sell |
25,550
-5,911
| -19% | -$569K | 0.78% | 28 |
|
|
2024
Q1 | $3.12M | Sell |
31,461
-3,886
| -11% | -$386K | 1.04% | 26 |
|
|
2023
Q4 | $3.16M | Sell |
35,347
-3,355
| -9% | -$300K | 1.23% | 23 |
|
|
2023
Q3 | $3.11M | Sell |
38,702
-5,102
| -12% | -$410K | 2.42% | 10 |
|
|
2023
Q2 | $3.9M | Sell |
43,804
-10,333
| -19% | -$920K | 2.85% | 9 |
|
|
2023
Q1 | $4.57M | Buy |
54,137
+9,054
| +20% | +$764K | 3.19% | 7 |
|
|
2022
Q4 | $3.53M | Sell |
45,083
-13,752
| -23% | -$1.08M | 2.34% | 8 |
|
|
2022
Q3 | $3.75M | Sell |
58,835
-7,455
| -11% | -$476K | 1.81% | 13 |
|
|
2022
Q2 | $4.69M | Buy |
66,290
+33,350
| +101% | +$2.36M | 2.41% | 9 |
|
|
2022
Q1 | $2.54M | Buy |
32,940
+4,925
| +18% | +$379K | 1.07% | 22 |
|
|
2021
Q4 | $2.44M | Buy |
28,015
+75
| +0.3% | +$6.53K | 0.93% | 27 |
|
|
2021
Q3 | $2.3M | Buy |
27,940
+2,551
| +10% | +$210K | 1.21% | 19 |
|
|
2021
Q2 | $2.08M | Buy |
25,389
+2,316
| +10% | +$189K | 0.98% | 30 |
|
|
2021
Q1 | $1.58M | Buy |
23,073
+4,439
| +24% | +$304K | 0.85% | 31 |
|
|
2020
Q4 | $1.26M | Buy |
18,634
+43
| +0.2% | +$2.91K | 0.73% | 31 |
|
|
2020
Q3 | $1.16M | Buy |
+18,591
| New | +$1.16M | 0.89% | 40 |
|