OneDigital 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 | $1.15M | Sell |
11,597
-698
| -6% | -$69.1K | 0.01% | 590 |
|
|
2025
Q1 | $1.27M | Buy |
12,295
+77
| +0.6% | +$7.95K | 0.02% | 529 |
|
|
2024
Q4 | $1.13M | Buy |
12,218
+3
| +0% | +$278 | 0.01% | 591 |
|
|
2024
Q3 | $1.27M | Sell |
12,215
-1,114
| -8% | -$116K | 0.01% | 575 |
|
|
2024
Q2 | $1.28M | Buy |
13,329
+3,687
| +38% | +$355K | 0.02% | 536 |
|
|
2024
Q1 | $957K | Buy |
9,642
+574
| +6% | +$57K | 0.02% | 523 |
|
|
2023
Q4 | $811K | Sell |
9,068
-1,798
| -17% | -$161K | 0.01% | 542 |
|
|
2023
Q3 | $873K | Sell |
10,866
-186
| -2% | -$14.9K | 0.02% | 458 |
|
|
2023
Q2 | $984K | Sell |
11,052
-228
| -2% | -$20.3K | 0.02% | 414 |
|
|
2023
Q1 | $952K | Buy |
11,280
+233
| +2% | +$19.7K | 0.02% | 399 |
|
|
2022
Q4 | $865K | Sell |
11,047
-130
| -1% | -$10.2K | 0.03% | 383 |
|
|
2022
Q3 | $713K | Sell |
11,177
-27
| -0.2% | -$1.72K | 0.03% | 370 |
|
|
2022
Q2 | $792K | Sell |
11,204
-444
| -4% | -$31.4K | 0.03% | 306 |
|
|
2022
Q1 | $896K | Buy |
11,648
+2,002
| +21% | +$154K | 0.03% | 304 |
|
|
2021
Q4 | $840K | Sell |
9,646
-70
| -0.7% | -$6.1K | 0.03% | 306 |
|
|
2021
Q3 | $799K | Buy |
9,716
+426
| +5% | +$35K | 0.03% | 311 |
|
|
2021
Q2 | $760K | Buy |
9,290
+353
| +4% | +$28.9K | 0.03% | 307 |
|
|
2021
Q1 | $612K | Buy |
8,937
+942
| +12% | +$64.5K | 0.03% | 333 |
|
|
2020
Q4 | $540K | Buy |
7,995
+57
| +0.7% | +$3.85K | 0.03% | 331 |
|
|
2020
Q3 | $495K | Sell |
7,938
-413
| -5% | -$25.8K | 0.03% | 306 |
|
|
2020
Q2 | $475K | Buy |
+8,351
| New | +$475K | 0.03% | 317 |
|