Perigon Wealth Management’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 | $1.33M | Sell |
13,435
-42
| -0.3% | -$4.16K | 0.03% | 411 |
|
|
2025
Q1 | $1.39M | Sell |
13,477
-3,528
| -21% | -$364K | 0.04% | 376 |
|
|
2024
Q4 | $1.58M | Buy |
17,005
+309
| +2% | +$28.8K | 0.04% | 342 |
|
|
2024
Q3 | $1.74M | Sell |
16,696
-43
| -0.3% | -$4.47K | 0.05% | 309 |
|
|
2024
Q2 | $1.61M | Buy |
16,739
+167
| +1% | +$16.1K | 0.05% | 283 |
|
|
2024
Q1 | $1.65M | Buy |
16,572
+170
| +1% | +$16.9K | 0.05% | 278 |
|
|
2023
Q4 | $1.47M | Sell |
16,402
-64
| -0.4% | -$5.73K | 0.05% | 270 |
|
|
2023
Q3 | $1.32M | Sell |
16,466
-250
| -1% | -$20.1K | 0.05% | 259 |
|
|
2023
Q2 | $1.49M | Buy |
16,716
+3,988
| +31% | +$355K | 0.06% | 244 |
|
|
2023
Q1 | $1.07M | Buy |
12,728
+116
| +0.9% | +$9.79K | 0.06% | 258 |
|
|
2022
Q4 | $988K | Sell |
12,612
-3,081
| -20% | -$241K | 0.06% | 268 |
|
|
2022
Q3 | $1M | Buy |
15,693
+3,632
| +30% | +$232K | 0.09% | 203 |
|
|
2022
Q2 | $852K | Buy |
12,061
+261
| +2% | +$18.4K | 0.07% | 232 |
|
|
2022
Q1 | $908K | Buy |
11,800
+508
| +4% | +$39.1K | 0.06% | 251 |
|
|
2021
Q4 | $983K | Buy |
11,292
+402
| +4% | +$35K | 0.07% | 226 |
|
|
2021
Q3 | $896K | Buy |
10,890
+64
| +0.6% | +$5.27K | 0.08% | 217 |
|
|
2021
Q2 | $885K | Sell |
10,826
-34
| -0.3% | -$2.78K | 0.08% | 214 |
|
|
2021
Q1 | $743K | Buy |
10,860
+586
| +6% | +$40.1K | 0.08% | 226 |
|
|
2020
Q4 | $694K | Buy |
10,274
+64
| +0.6% | +$4.32K | 0.08% | 193 |
|
|
2020
Q3 | $637K | Buy |
10,210
+111
| +1% | +$6.93K | 0.09% | 184 |
|
|
2020
Q2 | $574K | Sell |
10,099
-203
| -2% | -$11.5K | 0.09% | 182 |
|
|
2020
Q1 | $506K | Buy |
+10,302
| New | +$506K | 0.09% | 164 |
|