Quadrant Capital 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 | $1.04M | Buy |
10,507
+3,450
| +49% | +$342K | 0.04% | 463 |
|
2025
Q1 | $728K | Buy |
7,057
+3,075
| +77% | +$317K | 0.03% | 517 |
|
2024
Q4 | $369K | Buy |
3,982
+10
| +0.3% | +$926 | 0.03% | 424 |
|
2024
Q3 | $413K | Sell |
3,972
-195
| -5% | -$20.3K | 0.03% | 400 |
|
2024
Q2 | $401K | Buy |
4,167
+478
| +13% | +$46K | 0.03% | 383 |
|
2024
Q1 | $366K | Sell |
3,689
-20
| -0.5% | -$1.99K | 0.03% | 402 |
|
2023
Q4 | $332K | Buy |
3,709
+476
| +15% | +$42.6K | 0.03% | 412 |
|
2023
Q3 | $260K | Buy |
3,233
+114
| +4% | +$9.16K | 0.03% | 426 |
|
2023
Q2 | $278K | Sell |
3,119
-24
| -0.8% | -$2.14K | 0.03% | 408 |
|
2023
Q1 | $265K | Buy |
3,143
+58
| +2% | +$4.9K | 0.03% | 426 |
|
2022
Q4 | $242K | Buy |
3,085
+187
| +6% | +$14.6K | 0.03% | 426 |
|
2022
Q3 | $185K | Buy |
2,898
+69
| +2% | +$4.41K | 0.02% | 457 |
|
2022
Q2 | $200K | Buy |
2,829
+3
| +0.1% | +$212 | 0.03% | 432 |
|
2022
Q1 | $217K | Buy |
2,826
+47
| +2% | +$3.61K | 0.03% | 427 |
|
2021
Q4 | $242K | Buy |
2,779
+362
| +15% | +$31.5K | 0.03% | 388 |
|
2021
Q3 | $199K | Buy |
2,417
+76
| +3% | +$6.26K | 0.03% | 393 |
|
2021
Q2 | $191K | Buy |
2,341
+131
| +6% | +$10.7K | 0.03% | 402 |
|
2021
Q1 | $151K | Buy |
2,210
+45
| +2% | +$3.08K | 0.02% | 433 |
|
2020
Q4 | $146K | Sell |
2,165
-13
| -0.6% | -$877 | 0.03% | 383 |
|
2020
Q3 | $136K | Buy |
2,178
+122
| +6% | +$7.62K | 0.03% | 347 |
|
2020
Q2 | $117K | Buy |
+2,056
| New | +$117K | 0.03% | 401 |
|