Patriot Financial Group Insurance Agency’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 | $230K | Sell |
2,320
-59
| -2% | -$5.84K | 0.03% | 461 |
|
|
2025
Q1 | $246K | Buy |
2,379
+7
| +0.3% | +$722 | 0.03% | 415 |
|
|
2024
Q4 | $220K | Buy |
2,372
+5
| +0.2% | +$463 | 0.03% | 428 |
|
|
2024
Q3 | $246K | Sell |
2,367
-237
| -9% | -$24.6K | 0.03% | 430 |
|
|
2024
Q2 | $251K | Buy |
2,604
+62
| +2% | +$5.97K | 0.04% | 407 |
|
|
2024
Q1 | $252K | Sell |
2,542
-1
| -0% | -$99 | 0.04% | 403 |
|
|
2023
Q4 | $228K | Sell |
2,543
-148
| -5% | -$13.2K | 0.04% | 395 |
|
|
2023
Q3 | $216K | Sell |
2,691
-13
| -0.5% | -$1.04K | 0.04% | 401 |
|
|
2023
Q2 | $241K | Buy |
2,704
+7
| +0.3% | +$623 | 0.05% | 385 |
|
|
2023
Q1 | $228K | Sell |
2,697
-87
| -3% | -$7.34K | 0.05% | 391 |
|
|
2022
Q4 | $218K | Buy |
+2,784
| New | +$218K | 0.03% | 376 |
|
|
2022
Q3 | – | Sell |
-2,917
| Closed | -$206K | – | 1469 |
|
|
2022
Q2 | $206K | Sell |
2,917
-178
| -6% | -$12.6K | 0.04% | 373 |
|
|
2022
Q1 | $238K | Sell |
3,095
-232
| -7% | -$17.8K | 0.04% | 383 |
|
|
2021
Q4 | $290K | Buy |
3,327
+1
| +0% | +$87 | 0.05% | 364 |
|
|
2021
Q3 | $274K | Sell |
3,326
-182
| -5% | -$15K | 0.05% | 365 |
|
|
2021
Q2 | $287K | Sell |
3,508
-36
| -1% | -$2.95K | 0.05% | 344 |
|
|
2021
Q1 | $243K | Sell |
3,544
-142
| -4% | -$9.74K | 0.06% | 342 |
|
|
2020
Q4 | $249K | Buy |
3,686
+174
| +5% | +$11.8K | 0.06% | 301 |
|
|
2020
Q3 | $219K | Buy |
3,512
+3
| +0.1% | +$187 | 0.07% | 252 |
|
|
2020
Q2 | $180K | Buy |
+3,509
| New | +$180K | 0.07% | 249 |
|