Vestmark Advisory Solutions’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,275
| Closed | -$211K | – | 660 |
|
|
2024
Q4 | $211K | Sell |
2,275
-19
| -0.8% | -$1.76K | 0.01% | 553 |
|
|
2024
Q3 | $238K | Sell |
2,294
-638
| -22% | -$66.3K | 0.01% | 499 |
|
|
2024
Q2 | $282K | Sell |
2,932
-51
| -2% | -$4.91K | 0.01% | 470 |
|
|
2024
Q1 | $296K | Sell |
2,983
-44
| -1% | -$4.37K | 0.01% | 446 |
|
|
2023
Q4 | $271K | Sell |
3,027
-59
| -2% | -$5.28K | 0.01% | 431 |
|
|
2023
Q3 | $248K | Sell |
3,086
-5,552
| -64% | -$446K | 0.02% | 366 |
|
|
2023
Q2 | $769K | Buy |
8,638
+2,249
| +35% | +$200K | 0.03% | 509 |
|
|
2023
Q1 | $539K | Buy |
6,389
+170
| +3% | +$14.4K | 0.02% | 567 |
|
|
2022
Q4 | $487K | Sell |
6,219
-4,052
| -39% | -$317K | 0.02% | 566 |
|
|
2022
Q3 | $655K | Sell |
10,271
-452
| -4% | -$28.8K | 0.04% | 483 |
|
|
2022
Q2 | $758K | Buy |
10,723
+2,787
| +35% | +$197K | 0.04% | 439 |
|
|
2022
Q1 | $611K | Sell |
7,936
-404
| -5% | -$31.1K | 0.03% | 477 |
|
|
2021
Q4 | $726K | Buy |
8,340
+307
| +4% | +$26.7K | 0.04% | 440 |
|
|
2021
Q3 | $661K | Sell |
8,033
-330
| -4% | -$27.2K | 0.04% | 418 |
|
|
2021
Q2 | $684K | Sell |
8,363
-2,431
| -23% | -$199K | 0.05% | 404 |
|
|
2021
Q1 | $739K | Buy |
10,794
+2,584
| +31% | +$177K | 0.07% | 352 |
|
|
2020
Q4 | $555K | Sell |
8,210
-420
| -5% | -$28.4K | 0.06% | 334 |
|
|
2020
Q3 | $539K | Buy |
8,630
+809
| +10% | +$50.5K | 0.07% | 308 |
|
|
2020
Q2 | $445K | Buy |
+7,821
| New | +$445K | 0.07% | 325 |
|