Ritholtz Wealth 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 | $288K | Buy |
2,909
+2
| +0.1% | +$198 | 0.01% | 808 |
|
|
2025
Q1 | $300K | Buy |
2,907
+69
| +2% | +$7.12K | 0.01% | 752 |
|
|
2024
Q4 | $263K | Sell |
2,838
-13
| -0.5% | -$1.2K | 0.01% | 742 |
|
|
2024
Q3 | $296K | Sell |
2,851
-596
| -17% | -$62K | 0.01% | 701 |
|
|
2024
Q2 | $332K | Buy |
3,447
+335
| +11% | +$32.2K | 0.01% | 628 |
|
|
2024
Q1 | $309K | Buy |
3,112
+409
| +15% | +$40.6K | 0.01% | 630 |
|
|
2023
Q4 | $242K | Sell |
2,703
-56
| -2% | -$5.01K | 0.01% | 650 |
|
|
2023
Q3 | $222K | Sell |
2,759
-1,569
| -36% | -$126K | 0.01% | 629 |
|
|
2023
Q2 | $385K | Buy |
4,328
+675
| +18% | +$60.1K | 0.02% | 485 |
|
|
2023
Q1 | $308K | Buy |
+3,653
| New | +$308K | 0.02% | 515 |
|
|
2022
Q4 | – | Sell |
-4,021
| Closed | -$257K | – | 694 |
|
|
2022
Q3 | $257K | Buy |
+4,021
| New | +$257K | 0.01% | 591 |
|