Optimum 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 | $218K | Sell |
2,198
-64
| -3% | -$6.34K | 0.09% | 169 |
|
|
2025
Q1 | $233K | Hold |
2,262
| – | – | 0.11% | 156 |
|
|
2024
Q4 | $209K | Hold |
2,262
| – | – | 0.09% | 171 |
|
|
2024
Q3 | $235K | Sell |
2,262
-63
| -3% | -$6.55K | 0.1% | 173 |
|
|
2024
Q2 | $224K | Hold |
2,325
| – | – | 0.1% | 174 |
|
|
2024
Q1 | $231K | Hold |
2,325
| – | – | 0.11% | 175 |
|
|
2023
Q4 | $208K | Sell |
2,325
-475
| -17% | -$42.5K | 0.1% | 180 |
|
|
2023
Q3 | $225K | Hold |
2,800
| – | – | 0.12% | 169 |
|
|
2023
Q2 | $249K | Buy |
2,800
+475
| +20% | +$42.3K | 0.12% | 162 |
|
|
2023
Q1 | $196K | Hold |
2,325
| – | – | 0.1% | 181 |
|
|
2022
Q4 | $182K | Hold |
2,325
| – | – | 0.1% | 194 |
|
|
2022
Q3 | $148K | Hold |
2,325
| – | – | 0.08% | 213 |
|
|
2022
Q2 | $164K | Hold |
2,325
| – | – | 0.08% | 209 |
|
|
2022
Q1 | $179K | Sell |
2,325
-109
| -4% | -$8.39K | 0.08% | 227 |
|
|
2021
Q4 | $212K | Hold |
2,434
| – | – | 0.08% | 209 |
|
|
2021
Q3 | $200K | Sell |
2,434
-125
| -5% | -$10.3K | 0.08% | 215 |
|
|
2021
Q2 | $209K | Sell |
2,559
-284
| -10% | -$23.2K | 0.07% | 257 |
|
|
2021
Q1 | $195K | Sell |
2,843
-150
| -5% | -$10.3K | 0.06% | 266 |
|
|
2020
Q4 | $202K | Sell |
2,993
-1,225
| -29% | -$82.7K | 0.06% | 245 |
|
|
2020
Q3 | $263K | Sell |
4,218
-317
| -7% | -$19.8K | 0.09% | 202 |
|
|
2020
Q2 | $258K | Buy |
+4,535
| New | +$258K | 0.09% | 205 |
|