Parallel Advisors’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $800K | Sell |
8,082
-1,184
| -13% | -$117K | 0.02% | 484 |
|
|
2025
Q1 | $956K | Sell |
9,266
-456
| -5% | -$47.1K | 0.02% | 403 |
|
|
2024
Q4 | $900K | Buy |
9,722
+439
| +5% | +$40.7K | 0.02% | 422 |
|
|
2024
Q3 | $965K | Sell |
9,283
-158
| -2% | -$16.4K | 0.02% | 391 |
|
|
2024
Q2 | $909K | Buy |
9,441
+242
| +3% | +$23.3K | 0.02% | 382 |
|
|
2024
Q1 | $913K | Buy |
9,199
+211
| +2% | +$20.9K | 0.02% | 387 |
|
|
2023
Q4 | $804K | Sell |
8,988
-136
| -1% | -$12.2K | 0.02% | 382 |
|
|
2023
Q3 | $733K | Buy |
9,124
+13
| +0.1% | +$1.04K | 0.02% | 372 |
|
|
2023
Q2 | $811K | Buy |
9,111
+256
| +3% | +$22.8K | 0.03% | 358 |
|
|
2023
Q1 | $747K | Buy |
8,855
+723
| +9% | +$61K | 0.03% | 366 |
|
|
2022
Q4 | $637K | Sell |
8,132
-216
| -3% | -$16.9K | 0.03% | 346 |
|
|
2022
Q3 | $533K | Buy |
8,348
+423
| +5% | +$27K | 0.02% | 376 |
|
|
2022
Q2 | $560K | Buy |
7,925
+782
| +11% | +$55.3K | 0.03% | 365 |
|
|
2022
Q1 | $555K | Sell |
7,143
-330
| -4% | -$25.6K | 0.02% | 402 |
|
|
2021
Q4 | $651K | Buy |
7,473
+113
| +2% | +$9.84K | 0.02% | 369 |
|
|
2021
Q3 | $606K | Buy |
7,360
+245
| +3% | +$20.2K | 0.02% | 356 |
|
|
2021
Q2 | $582K | Buy |
7,115
+267
| +4% | +$21.8K | 0.02% | 352 |
|
|
2021
Q1 | $469K | Buy |
6,848
+228
| +3% | +$15.6K | 0.02% | 363 |
|
|
2020
Q4 | $447K | Sell |
6,620
-829
| -11% | -$56K | 0.02% | 349 |
|
|
2020
Q3 | $465K | Buy |
7,449
+167
| +2% | +$10.4K | 0.03% | 323 |
|
|
2020
Q2 | $414K | Buy |
+7,282
| New | +$414K | 0.03% | 338 |
|