Siemens Fonds Invest’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 | $551K | Buy |
5,566
+833
| +18% | +$82.5K | 0.03% | 305 |
|
|
2025
Q1 | $488K | Buy |
4,733
+296
| +7% | +$30.5K | 0.03% | 284 |
|
|
2024
Q4 | $411K | Sell |
4,437
-129
| -3% | -$11.9K | 0.03% | 323 |
|
|
2024
Q3 | $475K | Sell |
4,566
-31
| -0.7% | -$3.22K | 0.04% | 281 |
|
|
2024
Q2 | $443K | Buy |
4,597
+269
| +6% | +$25.9K | 0.03% | 297 |
|
|
2024
Q1 | $430K | Sell |
4,328
-245
| -5% | -$24.3K | 0.03% | 313 |
|
|
2023
Q4 | $409K | Buy |
4,573
+1,060
| +30% | +$94.8K | 0.03% | 303 |
|
|
2023
Q3 | $282K | Hold |
3,513
| – | – | 0.03% | 320 |
|
|
2023
Q2 | $311K | Hold |
3,513
| – | – | 0.03% | 310 |
|
|
2023
Q1 | $296K | Sell |
3,513
-69
| -2% | -$5.82K | 0.03% | 309 |
|
|
2022
Q4 | $281K | Sell |
3,582
-611
| -15% | -$47.8K | 0.03% | 316 |
|
|
2022
Q3 | $268K | Sell |
4,193
-276
| -6% | -$17.6K | 0.03% | 331 |
|
|
2022
Q2 | $316K | Hold |
4,469
| – | – | 0.03% | 317 |
|
|
2022
Q1 | $344K | Hold |
4,469
| – | – | 0.03% | 329 |
|
|
2021
Q4 | $386K | Buy |
4,469
+53
| +1% | +$4.58K | 0.03% | 321 |
|
|
2021
Q3 | $363K | Buy |
+4,416
| New | +$363K | 0.02% | 310 |
|