Riggs Asset Management’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 | $23.9K | Buy |
241
+42
| +21% | +$4.16K | 0.01% | 228 |
|
|
2025
Q1 | $20.5K | Sell |
199
-7
| -3% | -$722 | 0.01% | 212 |
|
|
2024
Q4 | $19.1K | Hold |
206
| – | – | 0.01% | 210 |
|
|
2024
Q3 | $21.4K | Hold |
206
| – | – | 0.01% | 199 |
|
|
2024
Q2 | $19.8K | Buy |
206
+7
| +4% | +$674 | 0.01% | 191 |
|
|
2024
Q1 | $19.8K | Hold |
199
| – | – | 0.01% | 187 |
|
|
2023
Q4 | $17.8K | Hold |
199
| – | – | 0.01% | 193 |
|
|
2023
Q3 | $16K | Hold |
199
| – | – | 0.01% | 206 |
|
|
2023
Q2 | $17.7K | Hold |
199
| – | – | 0.01% | 198 |
|
|
2023
Q1 | $16.8K | Hold |
199
| – | – | 0.01% | 193 |
|
|
2022
Q4 | $15.6K | Hold |
199
| – | – | 0.01% | 189 |
|
|
2022
Q3 | $13K | Hold |
199
| – | – | 0.01% | 201 |
|
|
2022
Q2 | $14K | Sell |
199
-32
| -14% | -$2.25K | 0.01% | 195 |
|
|
2022
Q1 | $18K | Hold |
231
| – | – | 0.01% | 206 |
|
|
2021
Q4 | $20K | Hold |
231
| – | – | 0.01% | 207 |
|
|
2021
Q3 | $19K | Hold |
231
| – | – | 0.01% | 200 |
|
|
2021
Q2 | $19K | Buy |
231
+32
| +16% | +$2.63K | 0.01% | 203 |
|
|
2021
Q1 | $14K | Sell |
199
-300
| -60% | -$21.1K | ﹤0.01% | 206 |
|
|
2020
Q4 | $34K | Buy |
+499
| New | +$34K | 0.01% | 146 |
|
|
2020
Q3 | – | Sell |
-499
| Closed | -$28K | – | 225 |
|
|
2020
Q2 | $28K | Buy |
+499
| New | +$28K | 0.01% | 125 |
|