SeaCrest Wealth Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-2,558
| Closed | -$253K | – | 663 |
|
|
2025
Q2 | $253K | Sell |
2,558
-20
| -0.8% | -$1.93K | 0.03% | 503 |
|
|
2025
Q1 | $266K | Sell |
2,578
-202
| -7% | -$19.7K | 0.03% | 526 |
|
|
2024
Q4 | $257K | Buy |
2,780
+778
| +39% | +$78K | 0.03% | 538 |
|
|
2024
Q3 | $208K | Sell |
2,002
-150
| -7% | -$14.3K | 0.02% | 602 |
|
|
2024
Q2 | $207K | Buy |
2,152
+56
| +3% | +$5.4K | 0.02% | 571 |
|
|
2024
Q1 | $208K | Sell |
2,096
-2,377
| -53% | -$220K | 0.03% | 557 |
|
|
2023
Q4 | $391K | Sell |
4,473
-317
| -7% | -$26.4K | 0.05% | 369 |
|
|
2023
Q3 | $385K | Buy |
4,790
+50
| +1% | +$4.28K | 0.05% | 373 |
|
|
2023
Q2 | $422K | Buy |
4,740
+11
| +0.2% | +$927 | 0.05% | 364 |
|
|
2023
Q1 | $399K | Buy |
4,729
+13
| +0.3% | +$1.08K | 0.05% | 385 |
|
|
2022
Q4 | $369K | Sell |
4,716
-97
| -2% | -$7.16K | 0.05% | 402 |
|
|
2022
Q3 | $307K | Buy |
4,813
+113
| +2% | +$8.27K | 0.05% | 424 |
|
|
2022
Q2 | $332K | Buy |
4,700
+88
| +2% | +$6.48K | 0.04% | 440 |
|
|
2022
Q1 | $355K | Sell |
4,612
-197
| -4% | -$15.7K | 0.04% | 467 |
|
|
2021
Q4 | $419K | Sell |
4,809
-40
| -0.8% | -$3.35K | 0.05% | 408 |
|
|
2021
Q3 | $399K | Sell |
4,849
-88
| -2% | -$7.74K | 0.05% | 408 |
|
|
2021
Q2 | $404K | Buy |
4,937
+253
| +5% | +$19.5K | 0.05% | 405 |
|
|
2021
Q1 | $321K | Buy |
4,684
+433
| +10% | +$28.3K | 0.04% | 439 |
|
|
2020
Q4 | $287K | Sell |
4,251
-298
| -7% | -$19.3K | 0.04% | 450 |
|
|
2020
Q3 | $284K | Sell |
4,549
-703
| -13% | -$43K | 0.05% | 412 |
|
|
2020
Q2 | $299K | Buy |
+5,252
| New | +$272K | 0.05% | 384 |
|
Other funds holding OTIS
