Toronto Dominion Bank’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 | $16.4M | Buy |
165,879
+20,836
| +14% | +$2.06M | 0.03% | 342 |
|
2025
Q1 | $15M | Sell |
145,043
-74,430
| -34% | -$7.68M | 0.03% | 312 |
|
2024
Q4 | $20.3M | Buy |
219,473
+79,200
| +56% | +$7.33M | 0.03% | 275 |
|
2024
Q3 | $14.6M | Sell |
140,273
-65,563
| -32% | -$6.81M | 0.03% | 321 |
|
2024
Q2 | $19.8M | Sell |
205,836
-31,364
| -13% | -$3.02M | 0.03% | 261 |
|
2024
Q1 | $23.5M | Buy |
237,200
+2,688
| +1% | +$267K | 0.04% | 264 |
|
2023
Q4 | $21M | Buy |
234,512
+26,149
| +13% | +$2.34M | 0.03% | 308 |
|
2023
Q3 | $16.7M | Sell |
208,363
-6,220
| -3% | -$500K | 0.03% | 323 |
|
2023
Q2 | $19.1M | Buy |
214,583
+15,654
| +8% | +$1.39M | 0.03% | 322 |
|
2023
Q1 | $16.8M | Sell |
198,929
-33,796
| -15% | -$2.85M | 0.03% | 310 |
|
2022
Q4 | $18.2M | Buy |
232,725
+30,096
| +15% | +$2.36M | 0.03% | 298 |
|
2022
Q3 | $12.9M | Sell |
202,629
-6,456
| -3% | -$412K | 0.02% | 331 |
|
2022
Q2 | $14.8M | Sell |
209,085
-28,739
| -12% | -$2.03M | 0.03% | 323 |
|
2022
Q1 | $18.3M | Sell |
237,824
-13,132
| -5% | -$1.01M | 0.03% | 312 |
|
2021
Q4 | $21.9M | Sell |
250,956
-218,980
| -47% | -$19.1M | 0.03% | 321 |
|
2021
Q3 | $38.7M | Sell |
469,936
-37,218
| -7% | -$3.06M | 0.06% | 185 |
|
2021
Q2 | $41.5M | Sell |
507,154
-381,461
| -43% | -$31.2M | 0.06% | 181 |
|
2021
Q1 | $60.8M | Buy |
888,615
+357,129
| +67% | +$24.4M | 0.11% | 124 |
|
2020
Q4 | $35.9M | Buy |
531,486
+41,766
| +9% | +$2.82M | 0.07% | 180 |
|
2020
Q3 | $30.6M | Sell |
489,720
-6,375
| -1% | -$398K | 0.08% | 165 |
|
2020
Q2 | $28.2M | Buy |
+496,095
| New | +$28.2M | 0.07% | 185 |
|