AGF 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 | $3.74M | Buy |
37,802
+4,338
| +13% | +$430K | 0.02% | 288 |
|
|
2025
Q1 | $3.45M | Buy |
33,464
+1,818
| +6% | +$188K | 0.02% | 294 |
|
|
2024
Q4 | $2.93M | Buy |
31,646
+24,903
| +369% | +$2.31M | 0.01% | 329 |
|
|
2024
Q3 | $701K | Buy |
+6,743
| New | +$701K | ﹤0.01% | 596 |
|
|
2023
Q3 | – | Sell |
-5,247
| Closed | -$467K | – | 761 |
|
|
2023
Q2 | $467K | Sell |
5,247
-322
| -6% | -$28.7K | ﹤0.01% | 615 |
|
|
2023
Q1 | $470K | Buy |
+5,569
| New | +$470K | ﹤0.01% | 674 |
|