Rothschild Investment LLC’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 | $371K | Sell |
3,751
-24
| -0.6% | -$2.38K | 0.02% | 394 |
|
|
2025
Q1 | $390K | Sell |
3,775
-2
| -0.1% | -$206 | 0.03% | 382 |
|
|
2024
Q4 | $350K | Buy |
3,777
+44
| +1% | +$4.08K | 0.02% | 401 |
|
|
2024
Q3 | $388K | Sell |
3,733
-120
| -3% | -$12.5K | 0.03% | 393 |
|
|
2024
Q2 | $371K | Sell |
3,853
-77
| -2% | -$7.41K | 0.03% | 391 |
|
|
2024
Q1 | $390K | Buy |
3,930
+60
| +2% | +$5.96K | 0.03% | 363 |
|
|
2023
Q4 | $346K | Sell |
3,870
-385
| -9% | -$34.4K | 0.03% | 333 |
|
|
2023
Q3 | $342K | Sell |
4,255
-11
| -0.3% | -$884 | 0.03% | 362 |
|
|
2023
Q2 | $380K | Buy |
4,266
+953
| +29% | +$84.9K | 0.03% | 342 |
|
|
2023
Q1 | $280K | Buy |
3,313
+10
| +0.3% | +$845 | 0.02% | 393 |
|
|
2022
Q4 | $259K | Hold |
3,303
| – | – | 0.02% | 398 |
|
|
2022
Q3 | $211K | Hold |
3,303
| – | – | 0.02% | 421 |
|
|
2022
Q2 | $233K | Hold |
3,303
| – | – | 0.02% | 413 |
|
|
2022
Q1 | $254K | Hold |
3,303
| – | – | 0.02% | 418 |
|
|
2021
Q4 | $288K | Hold |
3,303
| – | – | 0.02% | 402 |
|
|
2021
Q3 | $272K | Hold |
3,303
| – | – | 0.02% | 407 |
|
|
2021
Q2 | $270K | Hold |
3,303
| – | – | 0.02% | 415 |
|
|
2021
Q1 | $226K | Hold |
3,303
| – | – | 0.02% | 433 |
|
|
2020
Q4 | $223K | Sell |
3,303
-7
| -0.2% | -$473 | 0.02% | 409 |
|
|
2020
Q3 | $207K | Buy |
+3,310
| New | +$207K | 0.02% | 387 |
|