Oppenheimer & Co’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 | $822K | Sell |
8,299
-5
| -0.1% | -$495 | 0.01% | 945 |
|
|
2025
Q1 | $857K | Sell |
8,304
-1,396
| -14% | -$144K | 0.01% | 871 |
|
|
2024
Q4 | $898K | Buy |
9,700
+337
| +4% | +$31.2K | 0.01% | 830 |
|
|
2024
Q3 | $973K | Sell |
9,363
-380
| -4% | -$39.5K | 0.01% | 788 |
|
|
2024
Q2 | $938K | Sell |
9,743
-8
| -0.1% | -$770 | 0.01% | 799 |
|
|
2024
Q1 | $968K | Sell |
9,751
-432
| -4% | -$42.9K | 0.02% | 753 |
|
|
2023
Q4 | $911K | Sell |
10,183
-75
| -0.7% | -$6.71K | 0.02% | 740 |
|
|
2023
Q3 | $824K | Buy |
10,258
+373
| +4% | +$30K | 0.02% | 735 |
|
|
2023
Q2 | $880K | Buy |
9,885
+295
| +3% | +$26.3K | 0.02% | 757 |
|
|
2023
Q1 | $809K | Sell |
9,590
-841
| -8% | -$71K | 0.02% | 767 |
|
|
2022
Q4 | $817K | Buy |
10,431
+637
| +7% | +$49.9K | 0.02% | 756 |
|
|
2022
Q3 | $625K | Sell |
9,794
-2,736
| -22% | -$175K | 0.01% | 814 |
|
|
2022
Q2 | $886K | Buy |
12,530
+1,519
| +14% | +$107K | 0.02% | 730 |
|
|
2022
Q1 | $848K | Buy |
11,011
+171
| +2% | +$13.2K | 0.02% | 807 |
|
|
2021
Q4 | $944K | Sell |
10,840
-541
| -5% | -$47.1K | 0.02% | 792 |
|
|
2021
Q3 | $936K | Buy |
11,381
+574
| +5% | +$47.2K | 0.02% | 767 |
|
|
2021
Q2 | $883K | Sell |
10,807
-315
| -3% | -$25.7K | 0.02% | 799 |
|
|
2021
Q1 | $761K | Sell |
11,122
-747
| -6% | -$51.1K | 0.02% | 797 |
|
|
2020
Q4 | $802K | Sell |
11,869
-1,599
| -12% | -$108K | 0.02% | 723 |
|
|
2020
Q3 | $842K | Sell |
13,468
-2,847
| -17% | -$178K | 0.02% | 649 |
|
|
2020
Q2 | $928K | Buy |
+16,315
| New | +$928K | 0.02% | 599 |
|