SJS Investment Consulting’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.3K | Sell |
265
-16
| -6% | -$1.59K | ﹤0.01% | 251 |
|
|
2025
Q1 | $29K | Sell |
281
-2
| -0.7% | -$207 | ﹤0.01% | 250 |
|
|
2024
Q4 | $26.2K | Sell |
283
-37
| -12% | -$3.43K | ﹤0.01% | 250 |
|
|
2024
Q3 | $33.3K | Buy |
320
+50
| +19% | +$5.2K | 0.01% | 229 |
|
|
2024
Q2 | $26K | Hold |
270
| – | – | 0.01% | 243 |
|
|
2024
Q1 | $26.8K | Buy |
270
+1
| +0.4% | +$99 | 0.01% | 251 |
|
|
2023
Q4 | $24.1K | Buy |
269
+209
| +348% | +$18.7K | 0.01% | 224 |
|
|
2023
Q3 | $4.82K | Hold |
60
| – | – | ﹤0.01% | 381 |
|
|
2023
Q2 | $5.34K | Sell |
60
-3
| -5% | -$267 | ﹤0.01% | 347 |
|
|
2023
Q1 | $5.32K | Buy |
63
+2
| +3% | +$169 | ﹤0.01% | 361 |
|
|
2022
Q4 | $4.78K | Buy |
61
+12
| +24% | +$940 | ﹤0.01% | 367 |
|
|
2022
Q3 | $3K | Buy |
+49
| New | +$3K | ﹤0.01% | 398 |
|
|
2022
Q1 | $3K | Buy |
48
+13
| +37% | +$813 | ﹤0.01% | 484 |
|
|
2021
Q4 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 455 |
|