Soltis Investment 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 | $609K | Sell |
6,149
-209
| -3% | -$20.7K | 0.05% | 231 |
|
|
2025
Q1 | $656K | Buy |
6,358
+285
| +5% | +$29.4K | 0.06% | 206 |
|
|
2024
Q4 | $562K | Sell |
6,073
-19
| -0.3% | -$1.76K | 0.05% | 230 |
|
|
2024
Q3 | $633K | Buy |
6,092
+4
| +0.1% | +$416 | 0.06% | 205 |
|
|
2024
Q2 | $586K | Buy |
6,088
+152
| +3% | +$14.6K | 0.06% | 196 |
|
|
2024
Q1 | $589K | Buy |
5,936
+21
| +0.4% | +$2.09K | 0.07% | 188 |
|
|
2023
Q4 | $529K | Buy |
5,915
+54
| +0.9% | +$4.83K | 0.06% | 182 |
|
|
2023
Q3 | $471K | Sell |
5,861
-29
| -0.5% | -$2.33K | 0.06% | 177 |
|
|
2023
Q2 | $524K | Buy |
5,890
+23
| +0.4% | +$2.05K | 0.06% | 168 |
|
|
2023
Q1 | $495K | Buy |
5,867
+12
| +0.2% | +$1.01K | 0.06% | 175 |
|
|
2022
Q4 | $459K | Buy |
5,855
+6
| +0.1% | +$470 | 0.06% | 175 |
|
|
2022
Q3 | $373K | Buy |
5,849
+2,870
| +96% | +$183K | 0.06% | 174 |
|
|
2022
Q2 | $211K | Sell |
2,979
-70
| -2% | -$4.96K | 0.03% | 223 |
|
|
2022
Q1 | $235K | Sell |
3,049
-108
| -3% | -$8.32K | 0.03% | 226 |
|
|
2021
Q4 | $275K | Buy |
3,157
+51
| +2% | +$4.44K | 0.04% | 216 |
|
|
2021
Q3 | $256K | Buy |
3,106
+13
| +0.4% | +$1.07K | 0.04% | 211 |
|
|
2021
Q2 | $253K | Buy |
3,093
+36
| +1% | +$2.95K | 0.04% | 216 |
|
|
2021
Q1 | $209K | Sell |
3,057
-41
| -1% | -$2.8K | 0.04% | 202 |
|
|
2020
Q4 | $209K | Buy |
+3,098
| New | +$209K | 0.04% | 209 |
|