Steward Partners Investment Advisory’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 | $2.12M | Buy |
21,418
+174
| +0.8% | +$17.2K | 0.02% | 701 |
|
|
2025
Q1 | $2.19M | Sell |
21,244
-811
| -4% | -$83.7K | 0.02% | 637 |
|
|
2024
Q4 | $2.04M | Buy |
22,055
+1,259
| +6% | +$117K | 0.02% | 630 |
|
|
2024
Q3 | $2.16M | Sell |
20,796
-22
| -0.1% | -$2.29K | 0.02% | 598 |
|
|
2024
Q2 | $2M | Buy |
20,818
+390
| +2% | +$37.5K | 0.02% | 582 |
|
|
2024
Q1 | $2.03M | Buy |
20,428
+2
| +0% | +$199 | 0.02% | 587 |
|
|
2023
Q4 | $1.83M | Buy |
20,426
+23
| +0.1% | +$2.06K | 0.02% | 529 |
|
|
2023
Q3 | $1.64M | Buy |
20,403
+344
| +2% | +$27.6K | 0.03% | 519 |
|
|
2023
Q2 | $1.79M | Sell |
20,059
-35
| -0.2% | -$3.12K | 0.03% | 516 |
|
|
2023
Q1 | $1.7M | Sell |
20,094
-30
| -0.1% | -$2.53K | 0.03% | 513 |
|
|
2022
Q4 | $1.58M | Sell |
20,124
-113
| -0.6% | -$8.85K | 0.03% | 522 |
|
|
2022
Q3 | $1.29M | Sell |
20,237
-596
| -3% | -$38K | 0.02% | 545 |
|
|
2022
Q2 | $1.47M | Sell |
20,833
-422
| -2% | -$29.8K | 0.03% | 527 |
|
|
2022
Q1 | $1.64M | Sell |
21,255
-2,023
| -9% | -$156K | 0.03% | 541 |
|
|
2021
Q4 | $2.03M | Sell |
23,278
-51
| -0.2% | -$4.44K | 0.03% | 491 |
|
|
2021
Q3 | $1.92M | Sell |
23,329
-699
| -3% | -$57.5K | 0.03% | 468 |
|
|
2021
Q2 | $1.97M | Sell |
24,028
-3,485
| -13% | -$285K | 0.03% | 449 |
|
|
2021
Q1 | $1.88M | Buy |
27,513
+4,023
| +17% | +$275K | 0.03% | 454 |
|
|
2020
Q4 | $1.59M | Sell |
23,490
-9,230
| -28% | -$624K | 0.03% | 419 |
|
|
2020
Q3 | $2.04M | Sell |
32,720
-11,310
| -26% | -$706K | 0.05% | 322 |
|
|
2020
Q2 | $2.5M | Buy |
+44,030
| New | +$2.5M | 0.07% | 263 |
|