Allred Capital Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $540K | Hold |
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|
2025
Q2 | $585K | Hold |
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|
2025
Q1 | $610K | Hold |
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|
2024
Q4 | $547K | Hold |
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|
2024
Q3 | $614K | Hold |
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|
2024
Q2 | $569K | Hold |
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|
2024
Q1 | $587K | Sell |
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|
2023
Q4 | $540K | Sell |
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|
2023
Q3 | $490K | Sell |
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|
2023
Q2 | $565K | Sell |
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|
2023
Q1 | $557K | Sell |
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|
2022
Q4 | $532K | Sell |
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|
2022
Q3 | $434K | Sell |
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|
2022
Q2 | $490K | Sell |
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|
2022
Q1 | $538K | Buy |
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|
2021
Q4 | $598K | Sell |
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|
2021
Q3 | $568K | Sell |
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|
2021
Q2 | $565K | Sell |
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|
2021
Q1 | $473K | Sell |
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|
2020
Q4 | $468K | Sell |
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|
2020
Q3 | $438K | Sell |
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|
2020
Q2 | $401K | Buy |
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