Principal Securities’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 | $926K | Sell |
9,347
-4,799
| -34% | -$475K | 0.02% | 637 |
|
|
2025
Q1 | $1.31M | Buy |
14,146
+1
| +0% | +$93 | 0.03% | 467 |
|
|
2024
Q4 | $1.31M | Sell |
14,145
-1,591
| -10% | -$147K | 0.03% | 466 |
|
|
2024
Q3 | $1.64M | Buy |
15,736
+2,248
| +17% | +$234K | 0.04% | 409 |
|
|
2024
Q2 | $1.3M | Buy |
13,488
+918
| +7% | +$88.4K | 0.04% | 414 |
|
|
2024
Q1 | $1.25M | Buy |
12,570
+2,011
| +19% | +$200K | 0.04% | 395 |
|
|
2023
Q4 | $945K | Buy |
+10,559
| New | +$945K | 0.04% | 430 |
|