United Services Automobile Association’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 | – | Sell |
-57,371
| Closed | -$5.86M | – | 731 |
|
|
2025
Q1 | $5.86M | Hold |
57,371
| – | – | 0.18% | 69 |
|
|
2024
Q4 | $5.31M | Sell |
57,371
-477
| -0.8% | -$44.2K | 0.17% | 82 |
|
|
2024
Q3 | $6.01M | Buy |
57,848
+8,611
| +17% | +$895K | 0.15% | 76 |
|
|
2024
Q2 | $4.74M | Buy |
49,237
+35,386
| +255% | +$3.41M | 0.12% | 97 |
|
|
2024
Q1 | $1.37M | Hold |
13,851
| – | – | 0.03% | 189 |
|
|
2023
Q4 | $1.24M | Hold |
13,851
| – | – | 0.03% | 203 |
|
|
2023
Q3 | $1.11M | Buy |
13,851
+2,324
| +20% | +$187K | 0.03% | 206 |
|
|
2023
Q2 | $1.03M | Buy |
+11,527
| New | +$1.03M | 0.03% | 198 |
|
|
2023
Q1 | – | Sell |
-15,559
| Closed | -$1.22M | – | 476 |
|
|
2022
Q4 | $1.22M | Hold |
15,559
| – | – | 0.03% | 257 |
|
|
2022
Q3 | $992K | Hold |
15,559
| – | – | 0.03% | 284 |
|
|
2022
Q2 | $1.1M | Buy |
+15,559
| New | +$1.1M | 0.03% | 269 |
|