Summit Securities Group’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 | $26.2K | Buy |
+265
| New | +$26.2K | 0.01% | 540 |
|
|
2025
Q1 | – | Sell |
-19
| Closed | -$1.76K | – | 869 |
|
|
2024
Q4 | $1.76K | Buy |
+19
| New | +$1.76K | ﹤0.01% | 421 |
|
|
2024
Q2 | – | Sell |
-20
| Closed | -$2K | – | 591 |
|
|
2024
Q1 | $2K | Buy |
20
+19
| +1,900% | +$1.9K | ﹤0.01% | 258 |
|
|
2023
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 639 |
|
|
2023
Q3 | – | Sell |
-539
| Closed | -$48K | – | 734 |
|
|
2023
Q2 | $48K | Sell |
539
-274
| -34% | -$24.4K | 0.01% | 307 |
|
|
2023
Q1 | $69K | Buy |
813
+392
| +93% | +$33.3K | 0.01% | 243 |
|
|
2022
Q4 | $33K | Sell |
421
-459
| -52% | -$36K | ﹤0.01% | 581 |
|
|
2022
Q3 | $56K | Sell |
880
-4
| -0.5% | -$255 | ﹤0.01% | 424 |
|
|
2022
Q2 | $62K | Buy |
884
+709
| +405% | +$49.7K | 0.01% | 337 |
|
|
2022
Q1 | $13K | Buy |
+175
| New | +$13K | ﹤0.01% | 556 |
|