Allred Capital 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 | $585K | Hold |
5,911
| – | – | 0.22% | 94 |
|
|
2025
Q1 | $610K | Hold |
5,911
| – | – | 0.24% | 91 |
|
|
2024
Q4 | $547K | Hold |
5,911
| – | – | 0.21% | 98 |
|
|
2024
Q3 | $614K | Hold |
5,911
| – | – | 0.24% | 90 |
|
|
2024
Q2 | $569K | Hold |
5,911
| – | – | 0.22% | 100 |
|
|
2024
Q1 | $587K | Sell |
5,911
-123
| -2% | -$12.2K | 0.23% | 96 |
|
|
2023
Q4 | $540K | Sell |
6,034
-67
| -1% | -$5.99K | 0.23% | 93 |
|
|
2023
Q3 | $490K | Sell |
6,101
-248
| -4% | -$19.9K | 0.24% | 87 |
|
|
2023
Q2 | $565K | Sell |
6,349
-248
| -4% | -$22.1K | 0.28% | 77 |
|
|
2023
Q1 | $557K | Sell |
6,597
-195
| -3% | -$16.5K | 0.29% | 73 |
|
|
2022
Q4 | $532K | Sell |
6,792
-20
| -0.3% | -$1.57K | 0.29% | 70 |
|
|
2022
Q3 | $434K | Sell |
6,812
-127
| -2% | -$8.09K | 0.27% | 81 |
|
|
2022
Q2 | $490K | Sell |
6,939
-57
| -0.8% | -$4.03K | 0.31% | 76 |
|
|
2022
Q1 | $538K | Buy |
6,996
+125
| +2% | +$9.61K | 0.28% | 84 |
|
|
2021
Q4 | $598K | Sell |
6,871
-32
| -0.5% | -$2.79K | 0.29% | 88 |
|
|
2021
Q3 | $568K | Sell |
6,903
-7
| -0.1% | -$576 | 0.3% | 86 |
|
|
2021
Q2 | $565K | Sell |
6,910
-4
| -0.1% | -$327 | 0.28% | 92 |
|
|
2021
Q1 | $473K | Sell |
6,914
-28
| -0.4% | -$1.92K | 0.21% | 105 |
|
|
2020
Q4 | $468K | Sell |
6,942
-77
| -1% | -$5.19K | 0.26% | 98 |
|
|
2020
Q3 | $438K | Sell |
7,019
-46
| -0.7% | -$2.87K | 0.26% | 95 |
|
|
2020
Q2 | $401K | Buy |
+7,065
| New | +$401K | 0.25% | 97 |
|