Xponance’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 | $6.73M | Buy |
67,925
+8,988
| +15% | +$890K | 0.06% | 263 |
|
|
2025
Q1 | $6.08M | Buy |
58,937
+938
| +2% | +$96.8K | 0.06% | 263 |
|
|
2024
Q4 | $5.37M | Buy |
57,999
+2,307
| +4% | +$214K | 0.05% | 290 |
|
|
2024
Q3 | $5.79M | Buy |
55,692
+756
| +1% | +$78.6K | 0.06% | 265 |
|
|
2024
Q2 | $5.29M | Sell |
54,936
-3,873
| -7% | -$373K | 0.05% | 269 |
|
|
2024
Q1 | $5.84M | Buy |
58,809
+2,856
| +5% | +$284K | 0.06% | 266 |
|
|
2023
Q4 | $5.01M | Buy |
55,953
+129
| +0.2% | +$11.5K | 0.06% | 263 |
|
|
2023
Q3 | $4.48M | Sell |
55,824
-823
| -1% | -$66.1K | 0.06% | 267 |
|
|
2023
Q2 | $5.04M | Sell |
56,647
-2,065
| -4% | -$184K | 0.07% | 243 |
|
|
2023
Q1 | $4.96M | Buy |
58,712
+2,183
| +4% | +$184K | 0.07% | 250 |
|
|
2022
Q4 | $4.43M | Buy |
56,529
+8,977
| +19% | +$703K | 0.07% | 259 |
|
|
2022
Q3 | $3.03M | Buy |
47,552
+6,234
| +15% | +$398K | 0.06% | 295 |
|
|
2022
Q2 | $2.92M | Buy |
41,318
+12,884
| +45% | +$911K | 0.06% | 288 |
|
|
2022
Q1 | $2.19M | Buy |
28,434
+1,723
| +6% | +$133K | 0.04% | 355 |
|
|
2021
Q4 | $2.33M | Buy |
26,711
+5,038
| +23% | +$439K | 0.04% | 344 |
|
|
2021
Q3 | $1.78M | Sell |
21,673
-1,175
| -5% | -$96.7K | 0.03% | 371 |
|
|
2021
Q2 | $1.87M | Buy |
22,848
+5,482
| +32% | +$448K | 0.03% | 385 |
|
|
2021
Q1 | $1.19M | Sell |
17,366
-309
| -2% | -$21.2K | 0.03% | 427 |
|
|
2020
Q4 | $1.19M | Sell |
17,675
-83,801
| -83% | -$5.66M | 0.03% | 425 |
|
|
2020
Q3 | $6.33M | Sell |
101,476
-18,743
| -16% | -$1.17M | 0.16% | 117 |
|
|
2020
Q2 | $6.84M | Buy |
+120,219
| New | +$6.84M | 0.18% | 117 |
|