Snowden Capital Advisors’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 | $1.09M | Buy |
10,975
+31
| +0.3% | +$3.07K | 0.03% | 491 |
|
|
2025
Q1 | $1.13M | Sell |
10,944
-388
| -3% | -$40K | 0.04% | 467 |
|
|
2024
Q4 | $1.05M | Buy |
11,332
+584
| +5% | +$54.1K | 0.03% | 496 |
|
|
2024
Q3 | $1.12M | Buy |
10,748
+1,381
| +15% | +$144K | 0.03% | 487 |
|
|
2024
Q2 | $902K | Buy |
9,367
+212
| +2% | +$20.4K | 0.03% | 533 |
|
|
2024
Q1 | $909K | Buy |
9,155
+936
| +11% | +$92.9K | 0.03% | 528 |
|
|
2023
Q4 | $735K | Buy |
8,219
+278
| +4% | +$24.9K | 0.03% | 527 |
|
|
2023
Q3 | $638K | Sell |
7,941
-975
| -11% | -$78.3K | 0.03% | 540 |
|
|
2023
Q2 | $794K | Sell |
8,916
-90
| -1% | -$8.01K | 0.03% | 526 |
|
|
2023
Q1 | $760K | Buy |
9,006
+694
| +8% | +$58.6K | 0.03% | 545 |
|
|
2022
Q4 | $651K | Sell |
8,312
-188
| -2% | -$14.7K | 0.03% | 602 |
|
|
2022
Q3 | $542K | Sell |
8,500
-165
| -2% | -$10.5K | 0.02% | 622 |
|
|
2022
Q2 | $612K | Buy |
8,665
+8
| +0.1% | +$565 | 0.03% | 548 |
|
|
2022
Q1 | $666K | Buy |
8,657
+6,729
| +349% | +$518K | 0.03% | 540 |
|
|
2021
Q4 | $167K | Sell |
1,928
-5,610
| -74% | -$486K | 0.01% | 708 |
|
|
2021
Q3 | $620K | Buy |
7,538
+207
| +3% | +$17K | 0.03% | 476 |
|
|
2021
Q2 | $599K | Buy |
7,331
+629
| +9% | +$51.4K | 0.03% | 491 |
|
|
2021
Q1 | $459K | Buy |
6,702
+3,397
| +103% | +$233K | 0.03% | 518 |
|
|
2020
Q4 | $223K | Buy |
+3,305
| New | +$223K | 0.01% | 607 |
|
|
2020
Q3 | – | Sell |
-4,650
| Closed | -$264K | – | 592 |
|
|
2020
Q2 | $264K | Buy |
+4,650
| New | +$264K | 0.02% | 482 |
|