United Capital Financial Advisors’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 | $9.2M | Sell |
92,881
-960
| -1% | -$95.1K | 0.07% | 211 |
|
|
2025
Q1 | $9.68M | Sell |
93,841
-935
| -1% | -$96.5K | 0.08% | 184 |
|
|
2024
Q4 | $8.78M | Buy |
94,776
+154
| +0.2% | +$14.3K | 0.07% | 197 |
|
|
2024
Q3 | $9.84M | Sell |
94,622
-1,834
| -2% | -$191K | 0.08% | 185 |
|
|
2024
Q2 | $9.28M | Sell |
96,456
-16,565
| -15% | -$1.59M | 0.08% | 186 |
|
|
2024
Q1 | $11.2M | Buy |
113,021
+38
| +0% | +$3.77K | 0.09% | 173 |
|
|
2023
Q4 | $10.1M | Sell |
112,983
-6,798
| -6% | -$608K | 0.08% | 186 |
|
|
2023
Q3 | $9.62M | Sell |
119,781
-12,334
| -9% | -$991K | 0.06% | 228 |
|
|
2023
Q2 | $11.8M | Sell |
132,115
-5,495
| -4% | -$489K | 0.06% | 222 |
|
|
2023
Q1 | $11.6M | Sell |
137,610
-8,199
| -6% | -$692K | 0.06% | 216 |
|
|
2022
Q4 | $11.4M | Sell |
145,809
-4,721
| -3% | -$370K | 0.06% | 235 |
|
|
2022
Q3 | $9.6M | Sell |
150,530
-1,612
| -1% | -$103K | 0.06% | 245 |
|
|
2022
Q2 | $10.8M | Buy |
152,142
+1,125
| +0.7% | +$79.5K | 0.06% | 250 |
|
|
2022
Q1 | $11.6M | Sell |
151,017
-2,322
| -2% | -$179K | 0.06% | 260 |
|
|
2021
Q4 | $13.4M | Sell |
153,339
-3,465
| -2% | -$302K | 0.06% | 251 |
|
|
2021
Q3 | $12.9M | Buy |
156,804
+26
| +0% | +$2.14K | 0.06% | 252 |
|
|
2021
Q2 | $12.8M | Sell |
156,778
-2,249
| -1% | -$184K | 0.06% | 245 |
|
|
2021
Q1 | $10.9M | Buy |
159,027
+114,821
| +260% | +$7.86M | 0.06% | 248 |
|
|
2020
Q4 | $2.99M | Buy |
44,206
+3,952
| +10% | +$267K | 0.02% | 429 |
|
|
2020
Q3 | $2.51M | Sell |
40,254
-793
| -2% | -$49.5K | 0.02% | 451 |
|
|
2020
Q2 | $2.33M | Buy |
+41,047
| New | +$2.33M | 0.02% | 480 |
|