Ossiam’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 | $856K | Sell |
8,646
-166
| -2% | -$16.4K | 0.01% | 415 |
|
|
2025
Q1 | $909K | Sell |
8,812
-686
| -7% | -$70.8K | 0.01% | 351 |
|
|
2024
Q4 | $880K | Buy |
9,498
+8,731
| +1,138% | +$809K | 0.02% | 365 |
|
|
2024
Q3 | $79.7K | Sell |
767
-18
| -2% | -$1.87K | ﹤0.01% | 580 |
|
|
2024
Q2 | $75.6K | Sell |
785
-13,619
| -95% | -$1.31M | ﹤0.01% | 585 |
|
|
2024
Q1 | $1.43M | Sell |
14,404
-7,473
| -34% | -$742K | 0.03% | 311 |
|
|
2023
Q4 | $1.96M | Buy |
21,877
+5,095
| +30% | +$456K | 0.03% | 237 |
|
|
2023
Q3 | $1.35M | Sell |
16,782
-29,406
| -64% | -$2.36M | 0.02% | 290 |
|
|
2023
Q2 | $4.11M | Sell |
46,188
-4,703
| -9% | -$419K | 0.07% | 147 |
|
|
2023
Q1 | $4.3M | Buy |
50,891
+18,938
| +59% | +$1.6M | 0.09% | 140 |
|
|
2022
Q4 | $2.5M | Buy |
31,953
+28,220
| +756% | +$2.21M | 0.06% | 177 |
|
|
2022
Q3 | $238K | Buy |
+3,733
| New | +$238K | 0.01% | 425 |
|
|
2022
Q2 | – | Sell |
-20,245
| Closed | -$1.56M | – | 474 |
|
|
2022
Q1 | $1.56M | Buy |
+20,245
| New | +$1.56M | 0.04% | 192 |
|