Williams Jones Wealth Management’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 | $662K | Sell |
6,688
-1
| -0% | -$99 | 0.01% | 307 |
|
|
2025
Q1 | $690K | Sell |
6,689
-137
| -2% | -$14.1K | 0.01% | 286 |
|
|
2024
Q4 | $632K | Hold |
6,826
| – | – | 0.01% | 310 |
|
|
2024
Q3 | $709K | Sell |
6,826
-1,174
| -15% | -$122K | 0.01% | 297 |
|
|
2024
Q2 | $770K | Hold |
8,000
| – | – | 0.01% | 287 |
|
|
2024
Q1 | $794K | Sell |
8,000
-983
| -11% | -$97.6K | 0.01% | 283 |
|
|
2023
Q4 | $804K | Buy |
8,983
+450
| +5% | +$40.3K | 0.01% | 275 |
|
|
2023
Q3 | $685K | Hold |
8,533
| – | – | 0.01% | 295 |
|
|
2023
Q2 | $760K | Sell |
8,533
-804
| -9% | -$71.6K | 0.01% | 288 |
|
|
2023
Q1 | $788K | Hold |
9,337
| – | – | 0.01% | 307 |
|
|
2022
Q4 | $731K | Sell |
9,337
-28
| -0.3% | -$2.19K | 0.01% | 309 |
|
|
2022
Q3 | $598K | Sell |
9,365
-18
| -0.2% | -$1.15K | 0.01% | 338 |
|
|
2022
Q2 | $663K | Buy |
9,383
+2,163
| +30% | +$153K | 0.01% | 326 |
|
|
2022
Q1 | $556K | Buy |
7,220
+2,905
| +67% | +$224K | 0.01% | 333 |
|
|
2021
Q4 | $376K | Sell |
4,315
-80
| -2% | -$6.97K | ﹤0.01% | 368 |
|
|
2021
Q3 | $362K | Hold |
4,395
| – | – | 0.01% | 367 |
|
|
2021
Q2 | $359K | Sell |
4,395
-255
| -5% | -$20.8K | 0.01% | 375 |
|
|
2021
Q1 | $318K | Sell |
4,650
-283
| -6% | -$19.4K | 0.01% | 379 |
|
|
2020
Q4 | $333K | Sell |
4,933
-3,820
| -44% | -$258K | 0.01% | 356 |
|
|
2020
Q3 | $546K | Buy |
8,753
+21
| +0.2% | +$1.31K | 0.01% | 258 |
|
|
2020
Q2 | $497K | Buy |
+8,732
| New | +$497K | 0.01% | 262 |
|