Rehmann Capital Advisory 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 | $692K | Buy |
6,983
+159
| +2% | +$15.7K | 0.04% | 287 |
|
|
2025
Q1 | $704K | Buy |
6,824
+375
| +6% | +$38.7K | 0.04% | 282 |
|
|
2024
Q4 | $597K | Buy |
6,449
+3,582
| +125% | +$332K | 0.04% | 313 |
|
|
2024
Q3 | $299K | Buy |
2,867
+122
| +4% | +$12.7K | 0.02% | 467 |
|
|
2024
Q2 | $264K | Buy |
2,745
+195
| +8% | +$18.8K | 0.02% | 483 |
|
|
2024
Q1 | $253K | Buy |
+2,550
| New | +$253K | 0.02% | 493 |
|