Shell Asset Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Buy |
19,370
+10,633
| +122% | +$1.05M | 0.07% | 268 |
|
|
2025
Q1 | $902K | Sell |
8,737
-396
| -4% | -$40.9K | 0.04% | 326 |
|
|
2024
Q4 | $846K | Sell |
9,133
-304
| -3% | -$28.2K | 0.04% | 347 |
|
|
2024
Q3 | $981K | Buy |
+9,437
| New | +$981K | 0.04% | 307 |
|
|
2024
Q1 | $908K | Sell |
9,437
-7,951
| -46% | -$765K | 0.04% | 315 |
|
|
2023
Q4 | $1.56M | Sell |
17,388
-4,780
| -22% | -$428K | 0.07% | 256 |
|
|
2023
Q3 | $1.78M | Sell |
22,168
-505
| -2% | -$40.5K | 0.07% | 257 |
|
|
2023
Q2 | $2.02M | Sell |
22,673
-3,607
| -14% | -$321K | 0.08% | 241 |
|
|
2023
Q1 | $2.22M | Sell |
26,280
-381
| -1% | -$32.2K | 0.09% | 227 |
|
|
2022
Q4 | $2.09M | Sell |
26,661
-4,755
| -15% | -$372K | 0.09% | 233 |
|
|
2022
Q3 | $2M | Sell |
31,416
-7,921
| -20% | -$505K | 0.08% | 247 |
|
|
2022
Q2 | $2.78M | Buy |
39,337
+17,102
| +77% | +$1.21M | 0.08% | 240 |
|
|
2022
Q1 | $1.71M | Sell |
22,235
-807
| -4% | -$62.1K | 0.04% | 360 |
|
|
2021
Q4 | $2.01M | Buy |
23,042
+6,084
| +36% | +$530K | 0.04% | 362 |
|
|
2021
Q3 | $1.4M | Sell |
16,958
-17,754
| -51% | -$1.46M | 0.03% | 408 |
|
|
2021
Q2 | $2.84M | Sell |
34,712
-10,795
| -24% | -$883K | 0.06% | 303 |
|
|
2021
Q1 | $3.12M | Buy |
45,507
+19,362
| +74% | +$1.33M | 0.06% | 287 |
|
|
2020
Q4 | $1.77M | Buy |
26,145
+10,218
| +64% | +$690K | 0.04% | 404 |
|
|
2020
Q3 | $994K | Buy |
15,927
+294
| +2% | +$18.3K | 0.02% | 463 |
|
|
2020
Q2 | $889K | Buy |
+15,633
| New | +$889K | 0.02% | 466 |
|