Wealthfront Advisers’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.58M | Sell |
36,133
-7,173
| -17% | -$710K | 0.01% | 441 |
|
|
2025
Q1 | $4.47M | Buy |
43,306
+3,684
| +9% | +$380K | 0.01% | 381 |
|
|
2024
Q4 | $3.67M | Buy |
39,622
+107
| +0.3% | +$9.91K | 0.01% | 393 |
|
|
2024
Q3 | $4.11M | Sell |
39,515
-470
| -1% | -$48.9K | 0.01% | 351 |
|
|
2024
Q2 | $3.85M | Buy |
39,985
+889
| +2% | +$85.6K | 0.01% | 337 |
|
|
2024
Q1 | $3.88M | Buy |
39,096
+1,235
| +3% | +$123K | 0.01% | 328 |
|
|
2023
Q4 | $3.39M | Buy |
37,861
+121
| +0.3% | +$10.8K | 0.01% | 329 |
|
|
2023
Q3 | $3.03M | Buy |
37,740
+3,977
| +12% | +$319K | 0.01% | 331 |
|
|
2023
Q2 | $3.01M | Sell |
33,763
-2,380
| -7% | -$212K | 0.01% | 324 |
|
|
2023
Q1 | $3.05M | Buy |
36,143
+1,827
| +5% | +$154K | 0.01% | 311 |
|
|
2022
Q4 | $2.69M | Buy |
34,316
+17,668
| +106% | +$1.38M | 0.01% | 324 |
|
|
2022
Q3 | $1.06M | Buy |
16,648
+1,550
| +10% | +$98.9K | 0.01% | 477 |
|
|
2022
Q2 | $1.07M | Buy |
15,098
+232
| +2% | +$16.4K | 0.01% | 481 |
|
|
2022
Q1 | $1.14M | Sell |
14,866
-1,484
| -9% | -$114K | 0.01% | 502 |
|
|
2021
Q4 | $1.42M | Buy |
16,350
+517
| +3% | +$45K | 0.01% | 448 |
|
|
2021
Q3 | $1.3M | Buy |
15,833
+1,222
| +8% | +$101K | 0.01% | 431 |
|
|
2021
Q2 | $1.2M | Buy |
14,611
+737
| +5% | +$60.3K | 0.01% | 408 |
|
|
2021
Q1 | $950K | Sell |
13,874
-158
| -1% | -$10.8K | 0.01% | 389 |
|
|
2020
Q4 | $948K | Sell |
14,032
-301
| -2% | -$20.3K | 0.01% | 367 |
|
|
2020
Q3 | $895K | Sell |
14,333
-4,455
| -24% | -$278K | 0.01% | 344 |
|
|
2020
Q2 | $1.07M | Buy |
+18,788
| New | +$1.07M | 0.01% | 301 |
|