SVB Wealth’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 | – | Sell |
-3,297
| Closed | -$340K | – | 1260 |
|
|
2025
Q1 | $340K | Sell |
3,297
-347
| -10% | -$35.8K | 0.01% | 248 |
|
|
2024
Q4 | $337K | Buy |
+3,644
| New | +$337K | 0.01% | 520 |
|
|
2024
Q3 | – | Sell |
-3,965
| Closed | -$382K | – | 423 |
|
|
2024
Q2 | $382K | Sell |
3,965
-492
| -11% | -$47.4K | 0.01% | 487 |
|
|
2024
Q1 | $442K | Sell |
4,457
-282
| -6% | -$28K | 0.01% | 509 |
|
|
2023
Q4 | $424K | Buy |
4,739
+11
| +0.2% | +$984 | 0.01% | 529 |
|
|
2023
Q3 | $380K | Sell |
4,728
-863
| -15% | -$69.3K | 0.01% | 528 |
|
|
2023
Q2 | $498K | Sell |
5,591
-549
| -9% | -$48.9K | 0.01% | 487 |
|
|
2023
Q1 | $518K | Sell |
6,140
-4,501
| -42% | -$380K | 0.01% | 526 |
|
|
2022
Q4 | $833K | Sell |
10,641
-1,019
| -9% | -$79.8K | 0.01% | 438 |
|
|
2022
Q3 | $744K | Buy |
11,660
+2,870
| +33% | +$183K | 0.01% | 431 |
|
|
2022
Q2 | $621K | Sell |
8,790
-727
| -8% | -$51.4K | 0.01% | 402 |
|
|
2022
Q1 | $732K | Buy |
9,517
+195
| +2% | +$15K | 0.01% | 374 |
|
|
2021
Q4 | $812K | Sell |
9,322
-2,695
| -22% | -$235K | 0.01% | 346 |
|
|
2021
Q3 | $989K | Sell |
12,017
-3,185
| -21% | -$262K | 0.01% | 394 |
|
|
2021
Q2 | $1.24M | Sell |
15,202
-187
| -1% | -$15.3K | 0.02% | 345 |
|
|
2021
Q1 | $1.05M | Sell |
15,389
-2,454
| -14% | -$168K | 0.01% | 340 |
|
|
2020
Q4 | $1.21M | Sell |
17,843
-911
| -5% | -$61.6K | 0.02% | 298 |
|
|
2020
Q3 | $1.17M | Sell |
18,754
-1,211
| -6% | -$75.6K | 0.02% | 274 |
|
|
2020
Q2 | $1.14M | Buy |
+19,965
| New | +$1.14M | 0.02% | 257 |
|