Vontobel Holding’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 | $851K | Sell |
8,598
-856
| -9% | -$84.8K | ﹤0.01% | 639 |
|
|
2025
Q1 | $976K | Sell |
9,454
-947
| -9% | -$97.7K | ﹤0.01% | 601 |
|
|
2024
Q4 | $963K | Buy |
10,401
+141
| +1% | +$13.1K | ﹤0.01% | 609 |
|
|
2024
Q3 | $1.07M | Buy |
10,260
+151
| +1% | +$15.7K | ﹤0.01% | 578 |
|
|
2024
Q2 | $973K | Sell |
10,109
-2,815
| -22% | -$271K | ﹤0.01% | 573 |
|
|
2024
Q1 | $1.28M | Sell |
12,924
-502
| -4% | -$49.8K | 0.01% | 521 |
|
|
2023
Q4 | $1.2M | Sell |
13,426
-36,372
| -73% | -$3.25M | 0.01% | 548 |
|
|
2023
Q3 | $4M | Sell |
49,798
-329
| -0.7% | -$26.4K | 0.04% | 324 |
|
|
2023
Q2 | $4.46M | Sell |
50,127
-854
| -2% | -$76K | 0.04% | 316 |
|
|
2023
Q1 | $4.3M | Buy |
50,981
+337
| +0.7% | +$28.4K | 0.04% | 304 |
|
|
2022
Q4 | $3.92M | Buy |
50,644
+168
| +0.3% | +$13K | 0.04% | 316 |
|
|
2022
Q3 | $3.22M | Buy |
50,476
+1,015
| +2% | +$64.8K | 0.04% | 328 |
|
|
2022
Q2 | $3.45M | Buy |
49,461
+2,550
| +5% | +$178K | 0.04% | 294 |
|
|
2022
Q1 | $3.65M | Sell |
46,911
-25,324
| -35% | -$1.97M | 0.03% | 323 |
|
|
2021
Q4 | $6.24M | Buy |
72,235
+9,130
| +14% | +$788K | 0.05% | 243 |
|
|
2021
Q3 | $5.19M | Sell |
63,105
-14,074
| -18% | -$1.16M | 0.05% | 260 |
|
|
2021
Q2 | $6.33M | Sell |
77,179
-2,520
| -3% | -$207K | 0.05% | 240 |
|
|
2021
Q1 | $5.46M | Buy |
79,699
+69,328
| +668% | +$4.75M | 0.04% | 236 |
|
|
2020
Q4 | $661K | Buy |
+10,371
| New | +$661K | ﹤0.01% | 558 |
|