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