Osaic Holdings’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 | $6.35M | Buy |
66,611
+18,469
| +38% | +$1.76M | 0.01% | 924 |
|
|
2025
Q1 | $4.97M | Sell |
48,142
-28,924
| -38% | -$2.99M | 0.01% | 1047 |
|
|
2024
Q4 | $6.94M | Buy |
77,066
+171
| +0.2% | +$15.4K | 0.02% | 867 |
|
|
2024
Q3 | $8.01M | Buy |
76,895
+2,975
| +4% | +$310K | 0.02% | 784 |
|
|
2024
Q2 | $7.12M | Buy |
73,920
+594
| +0.8% | +$57.2K | 0.02% | 810 |
|
|
2024
Q1 | $7.28M | Sell |
73,326
-30,820
| -30% | -$3.06M | 0.02% | 832 |
|
|
2023
Q4 | $9.32M | Sell |
104,146
-34,800
| -25% | -$3.11M | 0.02% | 841 |
|
|
2023
Q3 | $11.2M | Buy |
138,946
+28,893
| +26% | +$2.32M | 0.02% | 811 |
|
|
2023
Q2 | $9.8M | Sell |
110,053
-2,330
| -2% | -$207K | 0.02% | 772 |
|
|
2023
Q1 | $9.48M | Buy |
112,383
+7,165
| +7% | +$604K | 0.02% | 789 |
|
|
2022
Q4 | $8.24M | Buy |
105,218
+8,489
| +9% | +$665K | 0.02% | 823 |
|
|
2022
Q3 | $6.17M | Buy |
96,729
+1,047
| +1% | +$66.8K | 0.01% | 900 |
|
|
2022
Q2 | $6.77M | Buy |
95,682
+4,839
| +5% | +$342K | 0.01% | 858 |
|
|
2022
Q1 | $7.05M | Sell |
90,843
-8,550
| -9% | -$663K | 0.01% | 965 |
|
|
2021
Q4 | $8.65M | Buy |
99,393
+8,105
| +9% | +$706K | 0.02% | 807 |
|
|
2021
Q3 | $7.51M | Sell |
91,288
-177
| -0.2% | -$14.6K | 0.02% | 809 |
|
|
2021
Q2 | $7.48M | Buy |
91,465
+4,072
| +5% | +$333K | 0.02% | 813 |
|
|
2021
Q1 | $5.98M | Buy |
87,393
+2,015
| +2% | +$138K | 0.01% | 864 |
|
|
2020
Q4 | $5.77M | Sell |
85,378
-14,416
| -14% | -$974K | 0.02% | 775 |
|
|
2020
Q3 | $6.22M | Buy |
99,794
+10,592
| +12% | +$660K | 0.02% | 654 |
|
|
2020
Q2 | $5.07M | Buy |
89,202
+75,500
| +551% | +$4.29M | 0.02% | 692 |
|
|
2020
Q1 | $629K | Buy |
+13,702
| New | +$629K | ﹤0.01% | 1876 |
|