Orion Portfolio Solutions’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.55M | Sell |
44,048
-2,135
| -5% | -$220K | 0.04% | 373 |
|
|
2024
Q4 | $4.28M | Sell |
46,183
-1,657
| -3% | -$153K | 0.04% | 375 |
|
|
2024
Q3 | $4.97M | Sell |
47,840
-2,980
| -6% | -$310K | 0.05% | 331 |
|
|
2024
Q2 | $4.89M | Sell |
50,820
-2,509
| -5% | -$242K | 0.05% | 313 |
|
|
2024
Q1 | $5.29M | Sell |
53,329
-2,425
| -4% | -$241K | 0.06% | 309 |
|
|
2023
Q4 | $4.88M | Sell |
55,754
-4,056
| -7% | -$355K | 0.06% | 308 |
|
|
2023
Q3 | $4.8M | Sell |
59,810
-7,555
| -11% | -$607K | 0.06% | 308 |
|
|
2023
Q2 | $6M | Sell |
67,365
-5,016
| -7% | -$446K | 0.06% | 286 |
|
|
2023
Q1 | $6.11M | Buy |
72,381
+66,845
| +1,207% | +$5.64M | 0.08% | 236 |
|
|
2022
Q4 | $434K | Buy |
+5,536
| New | +$434K | 0.02% | 539 |
|
|
2022
Q1 | – | Sell |
-2,831
| Closed | -$246K | – | 736 |
|
|
2021
Q4 | $246K | Buy |
2,831
+3
| +0.1% | +$261 | 0.01% | 629 |
|
|
2021
Q3 | $233K | Sell |
2,828
-1,093
| -28% | -$90.1K | 0.01% | 586 |
|
|
2021
Q2 | $321K | Buy |
3,921
+136
| +4% | +$11.1K | 0.01% | 471 |
|
|
2021
Q1 | $259K | Buy |
+3,785
| New | +$259K | 0.01% | 468 |
|
|
2020
Q3 | – | Sell |
-1,748
| Closed | -$99K | – | 1548 |
|
|
2020
Q2 | $99K | Buy |
+1,748
| New | +$99K | 0.01% | 549 |
|