AHL Investment 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 | $577K | Sell |
5,832
-25
| -0.4% | -$2.48K | 0.39% | 46 |
|
|
2025
Q1 | $604K | Sell |
5,857
-60
| -1% | -$6.19K | 0.42% | 47 |
|
|
2024
Q4 | $548K | Sell |
5,917
-25
| -0.4% | -$2.32K | 0.38% | 48 |
|
|
2024
Q3 | $618K | Hold |
5,942
| – | – | 0.43% | 47 |
|
|
2024
Q2 | $572K | Sell |
5,942
-10
| -0.2% | -$963 | 0.42% | 44 |
|
|
2024
Q1 | $591K | Hold |
5,952
| – | – | 0.45% | 44 |
|
|
2023
Q4 | $533K | Hold |
5,952
| – | – | 0.44% | 44 |
|
|
2023
Q3 | $478K | Hold |
5,952
| – | – | 0.43% | 44 |
|
|
2023
Q2 | $530K | Sell |
5,952
-92
| -2% | -$8.19K | 0.47% | 41 |
|
|
2023
Q1 | $510K | Sell |
6,044
-325
| -5% | -$27.4K | 0.47% | 45 |
|
|
2022
Q4 | $499K | Hold |
6,369
| – | – | 0.46% | 43 |
|
|
2022
Q3 | $406K | Sell |
6,369
-5
| -0.1% | -$319 | 0.42% | 42 |
|
|
2022
Q2 | $450K | Hold |
6,374
| – | – | 0.45% | 42 |
|
|
2022
Q1 | $490K | Sell |
6,374
-80
| -1% | -$6.15K | 0.45% | 42 |
|
|
2021
Q4 | $562K | Buy |
+6,454
| New | +$562K | 0.51% | 44 |
|