Simplex Trading’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 | $312K | Buy |
+3,151
| New | +$312K | ﹤0.01% | 762 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 3540 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3599 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 3485 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 3581 |
|
|
2024
Q1 | – | Sell |
-5,059
| Closed | -$452K | – | 3552 |
|
|
2023
Q4 | $452K | Buy |
5,059
+1,709
| +51% | +$153K | ﹤0.01% | 677 |
|
|
2023
Q3 | $269K | Buy |
+3,350
| New | +$269K | ﹤0.01% | 721 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 3587 |
|
|
2023
Q1 | – | Sell |
-7,744
| Closed | -$606K | – | 3608 |
|
|
2022
Q4 | $606K | Sell |
7,744
-8,882
| -53% | -$695K | ﹤0.01% | 444 |
|
|
2022
Q3 | $1.06M | Sell |
16,626
-13,855
| -45% | -$883K | ﹤0.01% | 347 |
|
|
2022
Q2 | $2.15M | Buy |
30,481
+23,702
| +350% | +$1.67M | ﹤0.01% | 203 |
|
|
2022
Q1 | $521K | Buy |
+6,779
| New | +$521K | ﹤0.01% | 723 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 3913 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3506 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3622 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3387 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3090 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2896 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2806 |
|