Wedbush Securities’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 | $738K | Buy |
7,456
+310
| +4% | +$30.7K | 0.03% | 505 |
|
|
2025
Q1 | $737K | Buy |
7,146
+719
| +11% | +$74.2K | 0.03% | 473 |
|
|
2024
Q4 | $595K | Buy |
6,427
+1,826
| +40% | +$169K | 0.02% | 551 |
|
|
2024
Q3 | $478K | Buy |
4,601
+48
| +1% | +$4.99K | 0.02% | 622 |
|
|
2024
Q2 | $438K | Sell |
4,553
-228
| -5% | -$21.9K | 0.02% | 677 |
|
|
2024
Q1 | $475K | Buy |
4,781
+215
| +5% | +$21.4K | 0.02% | 660 |
|
|
2023
Q4 | $409K | Buy |
4,566
+77
| +2% | +$6.9K | 0.02% | 632 |
|
|
2023
Q3 | $360K | Buy |
4,489
+73
| +2% | +$5.85K | 0.02% | 654 |
|
|
2023
Q2 | $393K | Sell |
4,416
-54
| -1% | -$4.81K | 0.02% | 635 |
|
|
2023
Q1 | $377K | Sell |
4,470
-534
| -11% | -$45K | 0.02% | 647 |
|
|
2022
Q4 | $392K | Buy |
5,004
+59
| +1% | +$4.62K | 0.02% | 602 |
|
|
2022
Q3 | $315K | Sell |
4,945
-175
| -3% | -$11.1K | 0.02% | 695 |
|
|
2022
Q2 | $362K | Sell |
5,120
-12
| -0.2% | -$848 | 0.02% | 663 |
|
|
2022
Q1 | $395K | Buy |
5,132
+126
| +3% | +$9.7K | 0.02% | 674 |
|
|
2021
Q4 | $436K | Sell |
5,006
-174
| -3% | -$15.2K | 0.02% | 692 |
|
|
2021
Q3 | $426K | Buy |
5,180
+209
| +4% | +$17.2K | 0.02% | 682 |
|
|
2021
Q2 | $406K | Buy |
4,971
+1,010
| +25% | +$82.5K | 0.02% | 707 |
|
|
2021
Q1 | $271K | Buy |
3,961
+697
| +21% | +$47.7K | 0.02% | 854 |
|
|
2020
Q4 | $221K | Sell |
3,264
-365
| -10% | -$24.7K | 0.02% | 754 |
|
|
2020
Q3 | $227K | Sell |
3,629
-781
| -18% | -$48.9K | 0.02% | 726 |
|
|
2020
Q2 | $251K | Buy |
+4,410
| New | +$251K | 0.02% | 676 |
|