Alta Advisers’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 | – | Sell |
-1,968
| Closed | -$203K | – | 250 |
|
|
2025
Q1 | $203K | Buy |
+1,968
| New | +$203K | 0.09% | 225 |
|
|
2024
Q4 | – | Sell |
-1,200
| Closed | -$125K | – | 334 |
|
|
2024
Q3 | $125K | Hold |
1,200
| – | – | 0.06% | 238 |
|
|
2024
Q2 | $116K | Hold |
1,200
| – | – | 0.06% | 227 |
|
|
2024
Q1 | $119K | Hold |
1,200
| – | – | 0.06% | 238 |
|
|
2023
Q4 | $107K | Hold |
1,200
| – | – | 0.06% | 242 |
|
|
2023
Q3 | $96.4K | Hold |
1,200
| – | – | 0.06% | 245 |
|
|
2023
Q2 | $107K | Hold |
1,200
| – | – | 0.06% | 226 |
|
|
2023
Q1 | $101K | Hold |
1,200
| – | – | 0.06% | 231 |
|
|
2022
Q4 | $94K | Hold |
1,200
| – | – | 0.06% | 240 |
|
|
2022
Q3 | $77K | Buy |
+1,200
| New | +$77K | 0.05% | 275 |
|