TD Private Client Wealth’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $484K | Sell |
4,891
-2,723
| -36% | -$270K | 0.01% | 476 |
|
|
2025
Q1 | $786K | Buy |
7,614
+220
| +3% | +$22.7K | 0.02% | 383 |
|
|
2024
Q4 | $685K | Sell |
7,394
-432
| -6% | -$40K | 0.02% | 411 |
|
|
2024
Q3 | $813K | Sell |
7,826
-143
| -2% | -$14.9K | 0.02% | 391 |
|
|
2024
Q2 | $767K | Sell |
7,969
-291
| -4% | -$28K | 0.02% | 386 |
|
|
2024
Q1 | $820K | Sell |
8,260
-817
| -9% | -$81.1K | 0.03% | 376 |
|
|
2023
Q4 | $812K | Buy |
9,077
+1,745
| +24% | +$156K | 0.03% | 361 |
|
|
2023
Q3 | $589K | Sell |
7,332
-847
| -10% | -$68K | 0.03% | 388 |
|
|
2023
Q2 | $728K | Buy |
8,179
+115
| +1% | +$10.2K | 0.03% | 387 |
|
|
2023
Q1 | $681K | Sell |
8,064
-751
| -9% | -$63.4K | 0.03% | 390 |
|
|
2022
Q4 | $690K | Sell |
8,815
-1,415
| -14% | -$111K | 0.03% | 376 |
|
|
2022
Q3 | $653K | Buy |
10,230
+221
| +2% | +$14.1K | 0.03% | 369 |
|
|
2022
Q2 | $707K | Buy |
10,009
+241
| +2% | +$17K | 0.03% | 369 |
|
|
2022
Q1 | $752K | Sell |
9,768
-3,155
| -24% | -$243K | 0.03% | 371 |
|
|
2021
Q4 | $1.13M | Sell |
12,923
-979
| -7% | -$85.2K | 0.05% | 325 |
|
|
2021
Q3 | $1.14M | Sell |
13,902
-1,331
| -9% | -$110K | 0.05% | 313 |
|
|
2021
Q2 | $1.25M | Buy |
15,233
+7
| +0% | +$572 | 0.05% | 308 |
|
|
2021
Q1 | $1.04M | Buy |
15,226
+5,302
| +53% | +$363K | 0.05% | 310 |
|
|
2020
Q4 | $670K | Sell |
9,924
-195
| -2% | -$13.2K | 0.03% | 343 |
|
|
2020
Q3 | $632K | Sell |
10,119
-702
| -6% | -$43.8K | 0.04% | 334 |
|
|
2020
Q2 | $615K | Buy |
+10,821
| New | +$615K | 0.04% | 332 |
|