Sound Income Strategies’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 | $16.5K | Buy |
166
+5
| +3% | +$496 | ﹤0.01% | 801 |
|
|
2025
Q1 | $16.6K | Buy |
161
+10
| +7% | +$1.03K | ﹤0.01% | 759 |
|
|
2024
Q4 | $14K | Hold |
151
| – | – | ﹤0.01% | 756 |
|
|
2024
Q3 | $15.7K | Sell |
151
-87
| -37% | -$9.04K | ﹤0.01% | 690 |
|
|
2024
Q2 | $22.9K | Buy |
238
+76
| +47% | +$7.31K | ﹤0.01% | 603 |
|
|
2024
Q1 | $16.1K | Sell |
162
-3
| -2% | -$298 | ﹤0.01% | 639 |
|
|
2023
Q4 | $14.7K | Sell |
165
-21
| -11% | -$1.88K | ﹤0.01% | 653 |
|
|
2023
Q3 | $14.9K | Sell |
186
-10
| -5% | -$802 | ﹤0.01% | 495 |
|
|
2023
Q2 | $17.4K | Sell |
196
-79
| -29% | -$7.02K | ﹤0.01% | 459 |
|
|
2023
Q1 | $23.2K | Buy |
275
+17
| +7% | +$1.43K | ﹤0.01% | 399 |
|
|
2022
Q4 | $20.2K | Sell |
258
-16
| -6% | -$1.25K | ﹤0.01% | 392 |
|
|
2022
Q3 | $17K | Buy |
274
+80
| +41% | +$4.96K | ﹤0.01% | 383 |
|
|
2022
Q2 | $14K | Buy |
194
+49
| +34% | +$3.54K | ﹤0.01% | 409 |
|
|
2022
Q1 | $11K | Sell |
145
-40
| -22% | -$3.03K | ﹤0.01% | 456 |
|
|
2021
Q4 | $16K | Buy |
185
+60
| +48% | +$5.19K | ﹤0.01% | 406 |
|
|
2021
Q3 | $10K | Sell |
125
-16
| -11% | -$1.28K | ﹤0.01% | 460 |
|
|
2021
Q2 | $12K | Sell |
141
-399
| -74% | -$34K | ﹤0.01% | 444 |
|
|
2021
Q1 | $37K | Buy |
540
+399
| +283% | +$27.3K | 0.01% | 258 |
|
|
2020
Q4 | $10K | Hold |
141
| – | – | ﹤0.01% | 454 |
|
|
2020
Q3 | $9K | Hold |
141
| – | – | ﹤0.01% | 438 |
|
|
2020
Q2 | $8K | Buy |
+141
| New | +$8K | ﹤0.01% | 435 |
|