Wells Fargo’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 | $52.4M | Sell |
529,229
-12,475
| -2% | -$1.24M | 0.01% | 771 |
|
|
2025
Q1 | $55.9M | Sell |
541,704
-105,318
| -16% | -$10.9M | 0.01% | 702 |
|
|
2024
Q4 | $59.9M | Buy |
647,022
+5,512
| +0.9% | +$510K | 0.01% | 675 |
|
|
2024
Q3 | $66.7M | Buy |
641,510
+5,535
| +0.9% | +$575K | 0.02% | 632 |
|
|
2024
Q2 | $61.2M | Sell |
635,975
-30,417
| -5% | -$2.93M | 0.01% | 638 |
|
|
2024
Q1 | $66.2M | Buy |
666,392
+39,535
| +6% | +$3.92M | 0.02% | 620 |
|
|
2023
Q4 | $56.1M | Buy |
626,857
+4,979
| +0.8% | +$445K | 0.01% | 638 |
|
|
2023
Q3 | $49.9M | Sell |
621,878
-121,566
| -16% | -$9.76M | 0.01% | 642 |
|
|
2023
Q2 | $66.2M | Sell |
743,444
-5,327
| -0.7% | -$474K | 0.02% | 576 |
|
|
2023
Q1 | $63.2M | Sell |
748,771
-32,183
| -4% | -$2.72M | 0.02% | 588 |
|
|
2022
Q4 | $61.2M | Sell |
780,954
-37,029
| -5% | -$2.9M | 0.02% | 580 |
|
|
2022
Q3 | $52.2M | Sell |
817,983
-23,528
| -3% | -$1.5M | 0.02% | 594 |
|
|
2022
Q2 | $59.5M | Sell |
841,511
-89,025
| -10% | -$6.29M | 0.02% | 581 |
|
|
2022
Q1 | $71.6M | Sell |
930,536
-21,321
| -2% | -$1.64M | 0.02% | 602 |
|
|
2021
Q4 | $82.9M | Sell |
951,857
-582,396
| -38% | -$50.7M | 0.02% | 549 |
|
|
2021
Q3 | $126M | Sell |
1,534,253
-196,310
| -11% | -$16.2M | 0.03% | 548 |
|
|
2021
Q2 | $142M | Buy |
1,730,563
+268,222
| +18% | +$21.9M | 0.03% | 503 |
|
|
2021
Q1 | $100M | Sell |
1,462,341
-222,014
| -13% | -$15.2M | 0.02% | 657 |
|
|
2020
Q4 | $114M | Buy |
1,684,355
+192,208
| +13% | +$13M | 0.03% | 579 |
|
|
2020
Q3 | $93.1M | Sell |
1,492,147
-259,942
| -15% | -$16.2M | 0.03% | 593 |
|
|
2020
Q2 | $99.6M | Buy |
+1,752,089
| New | +$99.6M | 0.03% | 546 |
|