Savant Capital’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 | $2.61M | Buy |
26,376
+3,171
| +14% | +$314K | 0.02% | 482 |
|
|
2025
Q1 | $2.39M | Buy |
23,205
+324
| +1% | +$33.4K | 0.02% | 468 |
|
|
2024
Q4 | $2.12M | Sell |
22,881
-3,813
| -14% | -$353K | 0.02% | 427 |
|
|
2024
Q3 | $2.77M | Buy |
26,694
+7,981
| +43% | +$830K | 0.02% | 334 |
|
|
2024
Q2 | $1.8M | Buy |
18,713
+313
| +2% | +$30.1K | 0.02% | 410 |
|
|
2024
Q1 | $1.83M | Buy |
18,400
+525
| +3% | +$52.1K | 0.02% | 377 |
|
|
2023
Q4 | $1.6M | Sell |
17,875
-2,932
| -14% | -$262K | 0.02% | 328 |
|
|
2023
Q3 | $1.67M | Sell |
20,807
-1,118
| -5% | -$89.8K | 0.02% | 294 |
|
|
2023
Q2 | $1.95M | Buy |
21,925
+1,886
| +9% | +$168K | 0.03% | 263 |
|
|
2023
Q1 | $1.69M | Buy |
20,039
+320
| +2% | +$27K | 0.03% | 244 |
|
|
2022
Q4 | $1.49M | Buy |
19,719
+3,267
| +20% | +$248K | 0.04% | 200 |
|
|
2022
Q3 | $1.05M | Sell |
16,452
-314
| -2% | -$20K | 0.03% | 224 |
|
|
2022
Q2 | $1.19M | Buy |
16,766
+1,065
| +7% | +$75.3K | 0.04% | 211 |
|
|
2022
Q1 | $1.21M | Buy |
15,701
+452
| +3% | +$34.8K | 0.04% | 215 |
|
|
2021
Q4 | $1.33M | Buy |
15,249
+1,325
| +10% | +$115K | 0.04% | 210 |
|
|
2021
Q3 | $1.15M | Sell |
13,924
-397
| -3% | -$32.7K | 0.04% | 204 |
|
|
2021
Q2 | $1.17M | Buy |
14,321
+290
| +2% | +$23.7K | 0.05% | 190 |
|
|
2021
Q1 | $960K | Buy |
14,031
+439
| +3% | +$30K | 0.05% | 199 |
|
|
2020
Q4 | $918K | Sell |
13,592
-369
| -3% | -$24.9K | 0.05% | 198 |
|
|
2020
Q3 | $871K | Buy |
13,961
+11
| +0.1% | +$686 | 0.06% | 187 |
|
|
2020
Q2 | $793K | Buy |
+13,950
| New | +$793K | 0.06% | 188 |
|