AlphaQuest’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 | $2.82M | Sell |
28,443
-4,564
| -14% | -$452K | 0.28% | 27 |
|
|
2025
Q1 | $3.41M | Buy |
33,007
+23,669
| +253% | +$2.44M | 0.37% | 10 |
|
|
2024
Q4 | $865K | Buy |
9,338
+3,151
| +51% | +$292K | 0.11% | 279 |
|
|
2024
Q3 | $643K | Sell |
6,187
-5,384
| -47% | -$560K | 0.06% | 549 |
|
|
2024
Q2 | $1.11M | Sell |
11,571
-13,516
| -54% | -$1.3M | 0.15% | 216 |
|
|
2024
Q1 | $2.49M | Buy |
25,087
+5,013
| +25% | +$498K | 0.43% | 6 |
|
|
2023
Q4 | $1.8M | Buy |
+20,074
| New | +$1.8M | 0.38% | 8 |
|