Quintet Private Bank (Europe)’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 | $25.9M | Sell |
261,722
-28,214
| -10% | -$2.79M | 1.5% | 23 |
|
|
2025
Q1 | $29.9M | Buy |
289,936
+9,467
| +3% | +$977K | 1.76% | 20 |
|
|
2024
Q4 | $26M | Buy |
280,469
+12,852
| +5% | +$1.19M | 1.43% | 22 |
|
|
2024
Q3 | $27.8M | Buy |
267,617
+34,088
| +15% | +$3.54M | 1.59% | 22 |
|
|
2024
Q2 | $25.5M | Sell |
233,529
-23,635
| -9% | -$2.58M | 1.48% | 22 |
|
|
2024
Q1 | $29.3M | Sell |
257,164
-25,342
| -9% | -$2.88M | 1.31% | 25 |
|
|
2023
Q4 | $25.3M | Buy |
282,506
+49,329
| +21% | +$4.41M | 1.57% | 20 |
|
|
2023
Q3 | $18.7M | Buy |
233,177
+228,497
| +4,882% | +$18.4M | 1.25% | 24 |
|
|
2023
Q2 | $415K | Buy |
4,680
+2,861
| +157% | +$253K | 0.02% | 108 |
|
|
2023
Q1 | $154K | Buy |
+1,819
| New | +$154K | 0.01% | 157 |
|
|
2022
Q2 | $415K | Buy |
+4,680
| New | +$415K | 0.02% | 108 |
|