Wealthspire Advisors (New York)’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 | $240K | Buy |
2,425
+201
| +9% | +$19.9K | ﹤0.01% | 729 |
|
|
2025
Q1 | $229K | Sell |
2,224
-241
| -10% | -$24.9K | ﹤0.01% | 706 |
|
|
2024
Q4 | $228K | Buy |
2,465
+190
| +8% | +$17.6K | ﹤0.01% | 713 |
|
|
2024
Q3 | $236K | Sell |
2,275
-67
| -3% | -$6.96K | ﹤0.01% | 674 |
|
|
2024
Q2 | $225K | Sell |
2,342
-2,046
| -47% | -$197K | ﹤0.01% | 597 |
|
|
2024
Q1 | $436K | Sell |
4,388
-14
| -0.3% | -$1.39K | 0.01% | 448 |
|
|
2023
Q4 | $394K | Sell |
4,402
-177
| -4% | -$15.8K | 0.01% | 456 |
|
|
2023
Q3 | $368K | Buy |
4,579
+46
| +1% | +$3.69K | 0.01% | 451 |
|
|
2023
Q2 | $403K | Sell |
4,533
-18
| -0.4% | -$1.6K | 0.01% | 405 |
|
|
2023
Q1 | $384K | Sell |
4,551
-2,817
| -38% | -$238K | 0.01% | 396 |
|
|
2022
Q4 | $577K | Buy |
7,368
+500
| +7% | +$39.2K | 0.01% | 348 |
|
|
2022
Q3 | $438K | Buy |
+6,868
| New | +$438K | 0.01% | 358 |
|
|
2022
Q1 | – | Sell |
-2,455
| Closed | -$214K | – | 521 |
|
|
2021
Q4 | $214K | Sell |
2,455
-350
| -12% | -$30.5K | ﹤0.01% | 507 |
|
|
2021
Q3 | $231K | Buy |
+2,805
| New | +$231K | ﹤0.01% | 518 |
|
|
2021
Q2 | – | Sell |
-4,359
| Closed | -$298K | – | 576 |
|
|
2021
Q1 | $298K | Buy |
4,359
+851
| +24% | +$58.2K | 0.01% | 549 |
|
|
2020
Q4 | $237K | Buy |
+3,508
| New | +$237K | 0.01% | 510 |
|