Sittner & Nelson’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 | $11.7K | Hold |
118
| – | – | ﹤0.01% | 364 |
|
2025
Q1 | $12.2K | Hold |
118
| – | – | 0.01% | 353 |
|
2024
Q4 | $10.9K | Hold |
118
| – | – | ﹤0.01% | 344 |
|
2024
Q3 | $12.3K | Hold |
118
| – | – | 0.01% | 331 |
|
2024
Q2 | $11.4K | Hold |
118
| – | – | 0.01% | 338 |
|
2024
Q1 | $11.7K | Hold |
118
| – | – | 0.01% | 330 |
|
2023
Q4 | $10.6K | Hold |
118
| – | – | 0.01% | 337 |
|
2023
Q3 | $9.48K | Hold |
118
| – | – | 0.01% | 344 |
|
2023
Q2 | $10.5K | Hold |
118
| – | – | 0.01% | 342 |
|
2023
Q1 | $9.96K | Hold |
118
| – | – | 0.01% | 363 |
|
2022
Q4 | $9.24K | Sell |
118
-36
| -23% | -$2.82K | 0.01% | 351 |
|
2022
Q3 | $10K | Sell |
154
-30
| -16% | -$1.95K | 0.01% | 330 |
|
2022
Q2 | $13K | Hold |
184
| – | – | 0.01% | 341 |
|
2022
Q1 | $14K | Hold |
184
| – | – | 0.01% | 319 |
|
2021
Q4 | $16K | Hold |
184
| – | – | 0.01% | 294 |
|
2021
Q3 | $15K | Hold |
184
| – | – | 0.01% | 282 |
|
2021
Q2 | $15K | Hold |
184
| – | – | 0.01% | 275 |
|
2021
Q1 | $13K | Hold |
184
| – | – | 0.01% | 277 |
|
2020
Q4 | $12K | Buy |
+184
| New | +$12K | 0.01% | 272 |
|