Rise 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 | $79.4K | Buy |
802
+73
| +10% | +$7.23K | 0.03% | 178 |
|
|
2025
Q1 | $75.2K | Buy |
729
+13
| +2% | +$1.34K | 0.03% | 179 |
|
|
2024
Q4 | $66.3K | Buy |
716
+4
| +0.6% | +$370 | 0.03% | 183 |
|
|
2024
Q3 | $74K | Buy |
712
+3
| +0.4% | +$312 | 0.04% | 172 |
|
|
2024
Q2 | $68.2K | Buy |
709
+547
| +338% | +$52.6K | 0.04% | 191 |
|
|
2024
Q1 | $16.1K | Buy |
162
+155
| +2,214% | +$15.4K | 0.01% | 816 |
|
|
2023
Q4 | $659 | Hold |
7
| – | – | ﹤0.01% | 548 |
|
|
2023
Q3 | $589 | Hold |
7
| – | – | ﹤0.01% | 570 |
|
|
2023
Q2 | $650 | Hold |
7
| – | – | ﹤0.01% | 602 |
|
|
2023
Q1 | $614 | Sell |
7
-102
| -94% | -$8.95K | ﹤0.01% | 718 |
|
|
2022
Q4 | $8.51K | Buy |
109
+1
| +0.9% | +$78 | 0.01% | 372 |
|
|
2022
Q3 | $7K | Hold |
108
| – | – | 0.01% | 396 |
|
|
2022
Q2 | $8K | Hold |
108
| – | – | 0.01% | 379 |
|
|
2022
Q1 | $8K | Hold |
108
| – | – | 0.01% | 361 |
|
|
2021
Q4 | $9.42K | Buy |
+108
| New | +$9.42K | 0.01% | 332 |
|