Wilmington Savings Fund Society’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 | $1.11M | Buy |
11,253
+335
| +3% | +$33.2K | 0.02% | 409 |
|
|
2025
Q1 | $1.13M | Sell |
10,918
-2,331
| -18% | -$241K | 0.02% | 401 |
|
|
2024
Q4 | $1.23M | Sell |
13,249
-80
| -0.6% | -$7.41K | 0.02% | 390 |
|
|
2024
Q3 | $1.39M | Buy |
13,329
+9,979
| +298% | +$1.04M | 0.02% | 364 |
|
|
2024
Q2 | $322K | Sell |
3,350
-1,092
| -25% | -$105K | 0.01% | 301 |
|
|
2024
Q1 | $441K | Buy |
+4,442
| New | +$441K | 0.02% | 272 |
|
|
2023
Q3 | $361K | Sell |
4,495
-900
| -17% | -$72.3K | 0.02% | 282 |
|
|
2023
Q2 | $480K | Hold |
5,395
| – | – | 0.02% | 267 |
|
|
2023
Q1 | $456K | Sell |
5,395
-300
| -5% | -$25.4K | 0.02% | 261 |
|
|
2022
Q4 | $446K | Sell |
5,695
-182
| -3% | -$14.3K | 0.02% | 265 |
|
|
2022
Q3 | $375K | Sell |
5,877
-15
| -0.3% | -$957 | 0.02% | 279 |
|
|
2022
Q2 | $416K | Sell |
5,892
-315
| -5% | -$22.2K | 0.02% | 271 |
|
|
2022
Q1 | $477K | Sell |
6,207
-254
| -4% | -$19.5K | 0.02% | 274 |
|
|
2021
Q4 | $562K | Sell |
6,461
-420
| -6% | -$36.5K | 0.02% | 271 |
|
|
2021
Q3 | $566K | Buy |
6,881
+450
| +7% | +$37K | 0.02% | 275 |
|
|
2021
Q2 | $525K | Sell |
6,431
-28
| -0.4% | -$2.29K | 0.02% | 276 |
|
|
2021
Q1 | $442K | Sell |
6,459
-1,407
| -18% | -$96.3K | 0.02% | 282 |
|
|
2020
Q4 | $531K | Sell |
7,866
-2,395
| -23% | -$162K | 0.02% | 272 |
|
|
2020
Q3 | $640K | Sell |
10,261
-6,259
| -38% | -$390K | 0.03% | 247 |
|
|
2020
Q2 | $939K | Buy |
+16,520
| New | +$939K | 0.05% | 219 |
|