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Sky Investment Group’s Otis Worldwide OTIS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$241K Sell
2,434
-2
-0.1% -$198 0.04% 131
2025
Q1
$251K Sell
2,436
-5
-0.2% -$516 0.05% 122
2024
Q4
$226K Sell
2,441
-57
-2% -$5.28K 0.04% 129
2024
Q3
$260K Sell
2,498
-32
-1% -$3.33K 0.05% 123
2024
Q2
$244K Sell
2,530
-260
-9% -$25K 0.05% 120
2024
Q1
$277K Sell
2,790
-150
-5% -$14.9K 0.05% 116
2023
Q4
$263K Sell
2,940
-125
-4% -$11.2K 0.06% 112
2023
Q3
$246K Buy
3,065
+5
+0.2% +$402 0.06% 112
2023
Q2
$272K Sell
3,060
-626
-17% -$55.7K 0.06% 112
2023
Q1
$311K Sell
3,686
-503
-12% -$42.5K 0.07% 107
2022
Q4
$328K Sell
4,189
-107
-2% -$8.38K 0.08% 107
2022
Q3
$274K Sell
4,296
-47
-1% -$3K 0.07% 110
2022
Q2
$307K Sell
4,343
-834
-16% -$59K 0.07% 109
2022
Q1
$398K Sell
5,177
-1,185
-19% -$91.1K 0.08% 102
2021
Q4
$554K Sell
6,362
-12
-0.2% -$1.05K 0.11% 96
2021
Q3
$524K Sell
6,374
-67
-1% -$5.51K 0.12% 97
2021
Q2
$527K Sell
6,441
-2,567
-28% -$210K 0.12% 93
2021
Q1
$617K Sell
9,008
-4,792
-35% -$328K 0.15% 89
2020
Q4
$932K Sell
13,800
-7,853
-36% -$530K 0.24% 78
2020
Q3
$1.35M Sell
21,653
-4,613
-18% -$288K 0.37% 68
2020
Q2
$1.49M Buy
+26,266
New +$1.49M 0.51% 62