Private Advisor 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 | $2.03M | Buy |
20,495
+546
| +3% | +$54.1K | 0.01% | 959 |
|
|
2025
Q1 | $2.06M | Sell |
19,949
-1,455
| -7% | -$150K | 0.01% | 881 |
|
|
2024
Q4 | $1.98M | Buy |
21,404
+591
| +3% | +$54.7K | 0.01% | 888 |
|
|
2024
Q3 | $2.16M | Sell |
20,813
-1,510
| -7% | -$157K | 0.01% | 844 |
|
|
2024
Q2 | $2.15M | Sell |
22,323
-609
| -3% | -$58.6K | 0.01% | 805 |
|
|
2024
Q1 | $2.28M | Sell |
22,932
-4,808
| -17% | -$477K | 0.02% | 749 |
|
|
2023
Q4 | $2.48M | Sell |
27,740
-17
| -0.1% | -$1.52K | 0.02% | 674 |
|
|
2023
Q3 | $2.23M | Buy |
27,757
+1,212
| +5% | +$97.3K | 0.02% | 666 |
|
|
2023
Q2 | $2.37M | Buy |
26,545
+855
| +3% | +$76.4K | 0.02% | 654 |
|
|
2023
Q1 | $2.17M | Buy |
25,690
+477
| +2% | +$40.3K | 0.02% | 643 |
|
|
2022
Q4 | $269K | Sell |
25,213
-1,553
| -6% | -$16.6K | 0.01% | 793 |
|
|
2022
Q3 | $1.71M | Sell |
26,766
-7,491
| -22% | -$478K | 0.02% | 691 |
|
|
2022
Q2 | $2.42M | Buy |
34,257
+1,388
| +4% | +$98.1K | 0.02% | 655 |
|
|
2022
Q1 | $2.53M | Buy |
32,869
+713
| +2% | +$54.9K | 0.02% | 700 |
|
|
2021
Q4 | $2.8M | Sell |
32,156
-14,975
| -32% | -$1.3M | 0.02% | 676 |
|
|
2021
Q3 | $3.88M | Buy |
47,131
+13,731
| +41% | +$1.13M | 0.02% | 615 |
|
|
2021
Q2 | $2.73M | Buy |
33,400
+468
| +1% | +$38.3K | 0.02% | 638 |
|
|
2021
Q1 | $2.26M | Buy |
32,932
+6,025
| +22% | +$413K | 0.02% | 664 |
|
|
2020
Q4 | $1.82M | Sell |
26,907
-4,878
| -15% | -$329K | 0.02% | 687 |
|
|
2020
Q3 | $1.95M | Sell |
31,785
-4,375
| -12% | -$268K | 0.03% | 568 |
|
|
2020
Q2 | $2.06M | Buy |
+36,160
| New | +$2.06M | 0.03% | 529 |
|