Simplex Trading’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Hold |
0
| – | – | – | 10514 |
|
|
2025
Q4 | – | Sell |
-2,509
| Closed | -$224K | – | 10361 |
|
|
2025
Q3 | $229K | Sell |
2,509
-642
| -20% | -$58.3K | 0.01% | 4778 |
|
|
2025
Q2 | $312K | Buy |
+3,151
| New | +$304K | 0.01% | 4023 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 9999 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 10056 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 10019 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 10265 |
|
|
2024
Q1 | – | Sell |
-5,059
| Closed | -$468K | – | 10310 |
|
|
2023
Q4 | $452K | Buy |
5,059
+1,709
| +51% | +$142K | 0.01% | 3799 |
|
|
2023
Q3 | $269K | Buy |
+3,350
| New | +$286K | 0.01% | 4043 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 10475 |
|
|
2023
Q1 | – | Sell |
-7,744
| Closed | -$641K | – | 10614 |
|
|
2022
Q4 | $606K | Sell |
7,744
-8,882
| -53% | -$656K | 0.03% | 2972 |
|
|
2022
Q3 | $1.06M | Sell |
16,626
-13,855
| -45% | -$1.01M | 0.04% | 2575 |
|
|
2022
Q2 | $2.15M | Buy |
30,481
+23,702
| +350% | +$1.75M | 0.07% | 1790 |
|
|
2022
Q1 | $521K | Buy |
+6,779
| New | +$542K | 0.02% | 3791 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 11657 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 10579 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 10953 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 10137 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 9280 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 8773 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 8575 |
|
Other funds holding OTIS
VCM
VPM
