Optas LLC’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 | $585K | Sell |
5,912
-1,047
| -15% | -$104K | 0.11% | 111 |
|
|
2025
Q1 | $718K | Buy |
6,959
+1,070
| +18% | +$110K | 0.13% | 90 |
|
|
2024
Q4 | $545K | Buy |
5,889
+367
| +7% | +$34K | 0.12% | 104 |
|
|
2024
Q3 | $574K | Buy |
5,522
+118
| +2% | +$12.3K | 0.13% | 94 |
|
|
2024
Q2 | $520K | Buy |
5,404
+236
| +5% | +$22.7K | 0.13% | 84 |
|
|
2024
Q1 | $513K | Buy |
5,168
+100
| +2% | +$9.93K | 0.14% | 87 |
|
|
2023
Q4 | $453K | Sell |
5,068
-2,414
| -32% | -$216K | 0.14% | 92 |
|
|
2023
Q3 | $601K | Buy |
7,482
+123
| +2% | +$9.88K | 0.2% | 78 |
|
|
2023
Q2 | $655K | Buy |
7,359
+104
| +1% | +$9.26K | 0.22% | 76 |
|
|
2023
Q1 | $612K | Buy |
7,255
+137
| +2% | +$11.6K | 0.22% | 77 |
|
|
2022
Q4 | $557K | Buy |
7,118
+663
| +10% | +$51.9K | 0.23% | 70 |
|
|
2022
Q3 | $413K | Buy |
6,455
+59
| +0.9% | +$3.78K | 0.18% | 80 |
|
|
2022
Q2 | $452K | Buy |
6,396
+87
| +1% | +$6.15K | 0.19% | 79 |
|
|
2022
Q1 | $485K | Buy |
6,309
+14
| +0.2% | +$1.08K | 0.16% | 86 |
|
|
2021
Q4 | $548K | Buy |
6,295
+1,780
| +39% | +$155K | 0.16% | 92 |
|
|
2021
Q3 | $372K | Buy |
4,515
+2
| +0% | +$165 | 0.11% | 105 |
|
|
2021
Q2 | $370K | Buy |
4,513
+21
| +0.5% | +$1.72K | 0.11% | 106 |
|
|
2021
Q1 | $307K | Buy |
4,492
+29
| +0.6% | +$1.98K | 0.1% | 108 |
|
|
2020
Q4 | $302K | Sell |
4,463
-4,450
| -50% | -$301K | 0.1% | 103 |
|
|
2020
Q3 | $555K | Buy |
8,913
+4,932
| +124% | +$307K | 0.17% | 87 |
|
|
2020
Q2 | $226K | Buy |
+3,981
| New | +$226K | 0.09% | 112 |
|