Plante Moran Financial Advisors’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 | $31K | Buy |
313
+62
| +25% | +$6.14K | ﹤0.01% | 421 |
|
|
2025
Q1 | $25.9K | Sell |
251
-32
| -11% | -$3.3K | ﹤0.01% | 443 |
|
|
2024
Q4 | $26.2K | Sell |
283
-1,102
| -80% | -$102K | ﹤0.01% | 441 |
|
|
2024
Q3 | $144K | Buy |
1,385
+1,134
| +452% | +$118K | 0.01% | 217 |
|
|
2024
Q2 | $24.2K | Hold |
251
| – | – | ﹤0.01% | 451 |
|
|
2024
Q1 | $24.9K | Buy |
251
+75
| +43% | +$7.45K | ﹤0.01% | 466 |
|
|
2023
Q4 | $15.7K | Hold |
176
| – | – | ﹤0.01% | 490 |
|
|
2023
Q3 | $14.1K | Hold |
176
| – | – | ﹤0.01% | 487 |
|
|
2023
Q2 | $15.7K | Hold |
176
| – | – | ﹤0.01% | 490 |
|
|
2023
Q1 | $14.9K | Sell |
176
-159
| -47% | -$13.4K | ﹤0.01% | 507 |
|
|
2022
Q4 | $26.2K | Buy |
335
+105
| +46% | +$8.22K | ﹤0.01% | 413 |
|
|
2022
Q3 | $15K | Sell |
230
-112
| -33% | -$7.3K | ﹤0.01% | 519 |
|
|
2022
Q2 | $24K | Buy |
342
+88
| +35% | +$6.18K | ﹤0.01% | 431 |
|
|
2022
Q1 | $20K | Sell |
254
-64
| -20% | -$5.04K | ﹤0.01% | 500 |
|
|
2021
Q4 | $28K | Sell |
318
-4,093
| -93% | -$360K | ﹤0.01% | 483 |
|
|
2021
Q3 | $363K | Buy |
4,411
+4,168
| +1,715% | +$343K | 0.08% | 123 |
|
|
2021
Q2 | $20K | Hold |
243
| – | – | ﹤0.01% | 555 |
|
|
2021
Q1 | $17K | Sell |
243
-78
| -24% | -$5.46K | ﹤0.01% | 559 |
|
|
2020
Q4 | $22K | Sell |
321
-417
| -57% | -$28.6K | 0.01% | 516 |
|
|
2020
Q3 | $46K | Sell |
738
-8
| -1% | -$499 | 0.02% | 336 |
|
|
2020
Q2 | $42K | Buy |
+746
| New | +$42K | 0.02% | 316 |
|