Stratos Wealth Partners’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 | $629K | Buy |
6,347
+271
| +4% | +$26.8K | 0.01% | 845 |
|
|
2025
Q1 | $627K | Sell |
6,076
-195
| -3% | -$20.1K | 0.01% | 809 |
|
|
2024
Q4 | $581K | Sell |
6,271
-1,146
| -15% | -$106K | 0.01% | 873 |
|
|
2024
Q3 | $771K | Sell |
7,417
-531
| -7% | -$55.2K | 0.01% | 775 |
|
|
2024
Q2 | $765K | Buy |
7,948
+1,432
| +22% | +$138K | 0.01% | 751 |
|
|
2024
Q1 | $647K | Sell |
6,516
-219
| -3% | -$21.7K | 0.01% | 791 |
|
|
2023
Q4 | $603K | Sell |
6,735
-24
| -0.4% | -$2.15K | 0.01% | 802 |
|
|
2023
Q3 | $543K | Buy |
6,759
+785
| +13% | +$63K | 0.01% | 793 |
|
|
2023
Q2 | $532K | Sell |
5,974
-525
| -8% | -$46.7K | 0.01% | 739 |
|
|
2023
Q1 | $549K | Sell |
6,499
-247
| -4% | -$20.8K | 0.01% | 667 |
|
|
2022
Q4 | $528K | Buy |
6,746
+211
| +3% | +$16.5K | 0.01% | 717 |
|
|
2022
Q3 | $417K | Sell |
6,535
-192
| -3% | -$12.3K | 0.01% | 757 |
|
|
2022
Q2 | $475K | Sell |
6,727
-281
| -4% | -$19.8K | 0.01% | 749 |
|
|
2022
Q1 | $539K | Sell |
7,008
-856
| -11% | -$65.8K | 0.01% | 787 |
|
|
2021
Q4 | $685K | Buy |
7,864
+99
| +1% | +$8.62K | 0.02% | 697 |
|
|
2021
Q3 | $639K | Buy |
7,765
+271
| +4% | +$22.3K | 0.02% | 665 |
|
|
2021
Q2 | $613K | Sell |
7,494
-728
| -9% | -$59.6K | 0.02% | 704 |
|
|
2021
Q1 | $563K | Sell |
8,222
-1,318
| -14% | -$90.3K | 0.02% | 679 |
|
|
2020
Q4 | $644K | Sell |
9,540
-561
| -6% | -$37.9K | 0.02% | 593 |
|
|
2020
Q3 | $631K | Sell |
10,101
-1,820
| -15% | -$114K | 0.02% | 539 |
|
|
2020
Q2 | $678K | Buy |
+11,921
| New | +$678K | 0.02% | 493 |
|