Resonant Capital Advisors’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 | $398K | Buy |
4,019
+318
| +9% | +$31.5K | 0.03% | 271 |
|
|
2025
Q1 | $382K | Buy |
3,701
+246
| +7% | +$25.4K | 0.03% | 249 |
|
|
2024
Q4 | $320K | Buy |
3,455
+105
| +3% | +$9.72K | 0.02% | 259 |
|
|
2024
Q3 | $348K | Sell |
3,350
-76
| -2% | -$7.9K | 0.03% | 255 |
|
|
2024
Q2 | $330K | Buy |
3,426
+150
| +5% | +$14.4K | 0.03% | 252 |
|
|
2024
Q1 | $325K | Buy |
3,276
+63
| +2% | +$6.25K | 0.03% | 255 |
|
|
2023
Q4 | $287K | Buy |
3,213
+7
| +0.2% | +$626 | 0.03% | 240 |
|
|
2023
Q3 | $257K | Sell |
3,206
-661
| -17% | -$53.1K | 0.03% | 234 |
|
|
2023
Q2 | $344K | Buy |
3,867
+12
| +0.3% | +$1.07K | 0.04% | 194 |
|
|
2023
Q1 | $325K | Sell |
3,855
-34
| -0.9% | -$2.87K | 0.04% | 195 |
|
|
2022
Q4 | $305K | Buy |
3,889
+703
| +22% | +$55.1K | 0.04% | 211 |
|
|
2022
Q3 | $203K | Buy |
3,186
+15
| +0.5% | +$956 | 0.03% | 217 |
|
|
2022
Q2 | $224K | Buy |
3,171
+122
| +4% | +$8.62K | 0.04% | 216 |
|
|
2022
Q1 | $233K | Buy |
3,049
+34
| +1% | +$2.6K | 0.03% | 203 |
|
|
2021
Q4 | $263K | Buy |
3,015
+59
| +2% | +$5.15K | 0.04% | 185 |
|
|
2021
Q3 | $243K | Buy |
2,956
+53
| +2% | +$4.36K | 0.04% | 174 |
|
|
2021
Q2 | $237K | Buy |
+2,903
| New | +$237K | 0.05% | 162 |
|
|
2020
Q3 | – | Sell |
-3,521
| Closed | -$200K | – | 174 |
|
|
2020
Q2 | $200K | Buy |
+3,521
| New | +$200K | 0.06% | 173 |
|