Pitcairn’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 | $294K | Sell |
2,971
-1,455
| -33% | -$144K | 0.02% | 570 |
|
2025
Q1 | $457K | Buy |
4,426
+6
| +0.1% | +$619 | 0.03% | 448 |
|
2024
Q4 | $409K | Hold |
4,420
| – | – | 0.02% | 488 |
|
2024
Q3 | $459K | Sell |
4,420
-1,107
| -20% | -$115K | 0.03% | 466 |
|
2024
Q2 | $532K | Buy |
5,527
+635
| +13% | +$61.1K | 0.03% | 428 |
|
2024
Q1 | $486K | Sell |
4,892
-79
| -2% | -$7.84K | 0.03% | 444 |
|
2023
Q4 | $445K | Sell |
4,971
-23
| -0.5% | -$2.06K | 0.03% | 433 |
|
2023
Q3 | $401K | Buy |
4,994
+361
| +8% | +$29K | 0.03% | 426 |
|
2023
Q2 | $412K | Sell |
4,633
-204
| -4% | -$18.2K | 0.03% | 425 |
|
2023
Q1 | $408K | Sell |
4,837
-232
| -5% | -$19.6K | 0.04% | 401 |
|
2022
Q4 | $397K | Sell |
5,069
-82
| -2% | -$6.42K | 0.04% | 373 |
|
2022
Q3 | $329K | Sell |
5,151
-78
| -1% | -$4.98K | 0.04% | 390 |
|
2022
Q2 | $370K | Sell |
5,229
-220
| -4% | -$15.6K | 0.04% | 374 |
|
2022
Q1 | $419K | Sell |
5,449
-43
| -0.8% | -$3.31K | 0.04% | 411 |
|
2021
Q4 | $478K | Sell |
5,492
-29
| -0.5% | -$2.52K | 0.03% | 383 |
|
2021
Q3 | $454K | Sell |
5,521
-45
| -0.8% | -$3.7K | 0.03% | 376 |
|
2021
Q2 | $456K | Sell |
5,566
-92
| -2% | -$7.54K | 0.03% | 379 |
|
2021
Q1 | $388K | Buy |
5,658
+135
| +2% | +$9.26K | 0.03% | 407 |
|
2020
Q4 | $373K | Sell |
5,523
-515
| -9% | -$34.8K | 0.03% | 372 |
|
2020
Q3 | $377K | Sell |
6,038
-590
| -9% | -$36.8K | 0.03% | 308 |
|
2020
Q2 | $375K | Buy |
+6,628
| New | +$375K | 0.04% | 296 |
|