Park Avenue Securities’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 | $1.37M | Buy |
13,876
+104
| +0.8% | +$10.3K | 0.01% | 653 |
|
|
2025
Q1 | $1.42M | Sell |
13,772
-9,096
| -40% | -$939K | 0.02% | 493 |
|
|
2024
Q4 | $2.12M | Buy |
22,868
+8,433
| +58% | +$781K | 0.02% | 459 |
|
|
2024
Q3 | $1.5M | Sell |
14,435
-496
| -3% | -$51.5K | 0.02% | 510 |
|
|
2024
Q2 | $1.44M | Buy |
14,931
+127
| +0.9% | +$12.2K | 0.02% | 520 |
|
|
2024
Q1 | $1.47M | Buy |
14,804
+764
| +5% | +$75.9K | 0.02% | 509 |
|
|
2023
Q4 | $1.26M | Buy |
14,040
+424
| +3% | +$37.9K | 0.02% | 525 |
|
|
2023
Q3 | $1.09M | Sell |
13,616
-1,371
| -9% | -$110K | 0.02% | 523 |
|
|
2023
Q2 | $1.33M | Buy |
14,987
+3,257
| +28% | +$290K | 0.02% | 418 |
|
|
2023
Q1 | $990K | Buy |
11,730
+1,026
| +10% | +$86.6K | 0.02% | 462 |
|
|
2022
Q4 | $838K | Buy |
10,704
+436
| +4% | +$34.1K | 0.01% | 601 |
|
|
2022
Q3 | $655K | Buy |
10,268
+2,062
| +25% | +$132K | 0.01% | 621 |
|
|
2022
Q2 | $580K | Buy |
8,206
+1,619
| +25% | +$114K | 0.01% | 662 |
|
|
2022
Q1 | $507K | Sell |
6,587
-187
| -3% | -$14.4K | 0.01% | 739 |
|
|
2021
Q4 | $590K | Buy |
6,774
+1,817
| +37% | +$158K | 0.01% | 645 |
|
|
2021
Q3 | $408K | Buy |
4,957
+357
| +8% | +$29.4K | 0.01% | 727 |
|
|
2021
Q2 | $376K | Buy |
4,600
+1,152
| +33% | +$94.2K | 0.01% | 754 |
|
|
2021
Q1 | $236K | Buy |
+3,448
| New | +$236K | 0.01% | 868 |
|