Qtron Investments’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 | – | Sell |
-5,680
| Closed | -$586K | – | 415 |
|
|
2025
Q1 | $586K | Hold |
5,680
| – | – | 0.09% | 276 |
|
|
2024
Q4 | $526K | Buy |
5,680
+1,202
| +27% | +$111K | 0.07% | 312 |
|
|
2024
Q3 | $465K | Sell |
4,478
-10,180
| -69% | -$1.06M | 0.06% | 333 |
|
|
2024
Q2 | $1.41M | Hold |
14,658
| – | – | 0.2% | 104 |
|
|
2024
Q1 | $1.46M | Buy |
14,658
+3,458
| +31% | +$343K | 0.21% | 107 |
|
|
2023
Q4 | $1M | Hold |
11,200
| – | – | 0.16% | 157 |
|
|
2023
Q3 | $899K | Buy |
11,200
+1,336
| +14% | +$107K | 0.17% | 153 |
|
|
2023
Q2 | $878K | Hold |
9,864
| – | – | 0.17% | 163 |
|
|
2023
Q1 | $833K | Buy |
9,864
+7,163
| +265% | +$605K | 0.17% | 161 |
|
|
2022
Q4 | $212K | Buy |
+2,701
| New | +$212K | 0.04% | 397 |
|
|
2022
Q2 | – | Sell |
-3,076
| Closed | -$237K | – | 424 |
|
|
2022
Q1 | $237K | Sell |
3,076
-2,970
| -49% | -$229K | 0.05% | 315 |
|
|
2021
Q4 | $526K | Hold |
6,046
| – | – | 0.12% | 230 |
|
|
2021
Q3 | $497K | Buy |
+6,046
| New | +$497K | 0.13% | 216 |
|
|
2021
Q1 | – | Sell |
-6,085
| Closed | -$411K | – | 365 |
|
|
2020
Q4 | $411K | Sell |
6,085
-1,171
| -16% | -$79.1K | 0.11% | 222 |
|
|
2020
Q3 | $453K | Buy |
7,256
+3,119
| +75% | +$195K | 0.16% | 155 |
|
|
2020
Q2 | $235K | Buy |
+4,137
| New | +$235K | 0.09% | 233 |
|