Principal Financial Group’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 | $43.4M | Sell |
438,646
-38,315
| -8% | -$3.79M | 0.02% | 506 |
|
|
2025
Q1 | $49.2M | Buy |
476,961
+14,413
| +3% | +$1.49M | 0.03% | 451 |
|
|
2024
Q4 | $42.8M | Sell |
462,548
-8,496
| -2% | -$787K | 0.02% | 510 |
|
|
2024
Q3 | $49M | Buy |
471,044
+6,261
| +1% | +$651K | 0.03% | 483 |
|
|
2024
Q2 | $44.7M | Sell |
464,783
-3,882
| -0.8% | -$374K | 0.03% | 499 |
|
|
2024
Q1 | $46.5M | Buy |
468,665
+2,258
| +0.5% | +$224K | 0.03% | 511 |
|
|
2023
Q4 | $41.7M | Sell |
466,407
-11,508
| -2% | -$1.03M | 0.03% | 507 |
|
|
2023
Q3 | $38.4M | Sell |
477,915
-15,733
| -3% | -$1.26M | 0.03% | 502 |
|
|
2023
Q2 | $43.9M | Sell |
493,648
-20,156
| -4% | -$1.79M | 0.03% | 468 |
|
|
2023
Q1 | $43.4M | Buy |
513,804
+3,112
| +0.6% | +$263K | 0.03% | 467 |
|
|
2022
Q4 | $40M | Sell |
510,692
-27,977
| -5% | -$2.19M | 0.03% | 481 |
|
|
2022
Q3 | $34.4M | Sell |
538,669
-29,764
| -5% | -$1.9M | 0.03% | 505 |
|
|
2022
Q2 | $40.2M | Buy |
568,433
+43,161
| +8% | +$3.05M | 0.03% | 485 |
|
|
2022
Q1 | $40.4M | Buy |
525,272
+7,652
| +1% | +$589K | 0.03% | 525 |
|
|
2021
Q4 | $45.1M | Sell |
517,620
-18,885
| -4% | -$1.64M | 0.03% | 500 |
|
|
2021
Q3 | $44.1M | Buy |
536,505
+3,172
| +0.6% | +$261K | 0.03% | 482 |
|
|
2021
Q2 | $43.6M | Buy |
533,333
+15,401
| +3% | +$1.26M | 0.03% | 508 |
|
|
2021
Q1 | $35.5M | Sell |
517,932
-37,954
| -7% | -$2.6M | 0.02% | 562 |
|
|
2020
Q4 | $37.5M | Sell |
555,886
-21,715
| -4% | -$1.47M | 0.03% | 473 |
|
|
2020
Q3 | $36.1M | Sell |
577,601
-32,083
| -5% | -$2M | 0.03% | 446 |
|
|
2020
Q2 | $34.7M | Buy |
+609,684
| New | +$34.7M | 0.03% | 451 |
|