Swedbank’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 | $24.1M | Buy |
243,842
+18,700
| +8% | +$1.85M | 0.03% | 331 |
|
2025
Q1 | $23.2M | Buy |
225,142
+5,023
| +2% | +$518K | 0.03% | 322 |
|
2024
Q4 | $20.4M | Hold |
220,119
| – | – | 0.03% | 345 |
|
2024
Q3 | $22.9M | Hold |
220,119
| – | – | 0.03% | 324 |
|
2024
Q2 | $21.2M | Sell |
220,119
-818
| -0.4% | -$78.7K | 0.03% | 311 |
|
2024
Q1 | $21.9M | Buy |
220,937
+8,020
| +4% | +$796K | 0.19% | 174 |
|
2023
Q4 | $19M | Buy |
212,917
+1,000
| +0.5% | +$89.5K | 0.03% | 309 |
|
2023
Q3 | $17M | Buy |
211,917
+14,900
| +8% | +$1.2M | 0.03% | 329 |
|
2023
Q2 | $17.5M | Buy |
197,017
+5,000
| +3% | +$445K | 0.03% | 329 |
|
2023
Q1 | $16.2M | Buy |
192,017
+19,200
| +11% | +$1.62M | 0.03% | 344 |
|
2022
Q4 | $13.5M | Sell |
172,817
-1,200
| -0.7% | -$94K | 0.03% | 377 |
|
2022
Q3 | $11.1M | Buy |
174,017
+2,900
| +2% | +$185K | 0.03% | 393 |
|
2022
Q2 | $12.1M | Buy |
171,117
+88,200
| +106% | +$6.23M | 0.03% | 395 |
|
2022
Q1 | $6.38M | Hold |
82,917
| – | – | 0.01% | 513 |
|
2021
Q4 | $7.16M | Sell |
82,917
-1,402
| -2% | -$121K | 0.01% | 517 |
|
2021
Q3 | $6.94M | Buy |
84,319
+28,618
| +51% | +$2.35M | 0.01% | 515 |
|
2021
Q2 | $4.55M | Hold |
55,701
| – | – | 0.01% | 567 |
|
2021
Q1 | $3.81M | Buy |
+55,701
| New | +$3.81M | 0.01% | 580 |
|