Sequoia Financial 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 | $754K | Sell |
7,614
-2,322
| -23% | -$230K | 0.01% | 804 |
|
|
2025
Q1 | $1.03M | Buy |
9,936
+719
| +8% | +$74.2K | 0.01% | 604 |
|
|
2024
Q4 | $854K | Sell |
9,217
-2,209
| -19% | -$205K | 0.01% | 625 |
|
|
2024
Q3 | $1.19M | Buy |
11,426
+1,981
| +21% | +$206K | 0.01% | 493 |
|
|
2024
Q2 | $909K | Buy |
9,445
+1,391
| +17% | +$134K | 0.01% | 497 |
|
|
2024
Q1 | $800K | Sell |
8,054
-18,051
| -69% | -$1.79M | 0.01% | 532 |
|
|
2023
Q4 | $2.34M | Buy |
26,105
+18,589
| +247% | +$1.66M | 0.03% | 324 |
|
|
2023
Q3 | $604K | Buy |
7,516
+118
| +2% | +$9.48K | 0.01% | 458 |
|
|
2023
Q2 | $659K | Buy |
7,398
+3,357
| +83% | +$299K | 0.01% | 442 |
|
|
2023
Q1 | $341K | Buy |
4,041
+467
| +13% | +$39.4K | 0.01% | 581 |
|
|
2022
Q4 | $280K | Buy |
3,574
+424
| +13% | +$33.2K | 0.01% | 609 |
|
|
2022
Q3 | $201K | Sell |
3,150
-288
| -8% | -$18.4K | 0.01% | 491 |
|
|
2022
Q2 | $243K | Sell |
3,438
-98
| -3% | -$6.93K | 0.01% | 496 |
|
|
2022
Q1 | $272K | Buy |
3,536
+715
| +25% | +$55K | 0.01% | 527 |
|
|
2021
Q4 | $246K | Buy |
+2,821
| New | +$246K | 0.01% | 497 |
|
|
2021
Q3 | – | Sell |
-10,381
| Closed | -$849K | – | 394 |
|
|
2021
Q2 | $849K | Buy |
10,381
+397
| +4% | +$32.5K | 0.03% | 218 |
|
|
2021
Q1 | $683K | Buy |
9,984
+9
| +0.1% | +$616 | 0.03% | 222 |
|
|
2020
Q4 | $674K | Buy |
9,975
+395
| +4% | +$26.7K | 0.03% | 213 |
|
|
2020
Q3 | $598K | Sell |
9,580
-282
| -3% | -$17.6K | 0.03% | 204 |
|
|
2020
Q2 | $561K | Buy |
+9,862
| New | +$561K | 0.03% | 205 |
|