American Capital Advisory’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 | $34.6K | Buy |
349
+9
| +3% | +$891 | 0.02% | 217 |
|
|
2025
Q1 | $35.1K | Buy |
340
+4
| +1% | +$413 | 0.02% | 214 |
|
|
2024
Q4 | $31.1K | Hold |
336
| – | – | 0.02% | 217 |
|
|
2024
Q3 | $34.9K | Hold |
336
| – | – | 0.02% | 209 |
|
|
2024
Q2 | $30.1K | Hold |
336
| – | – | 0.02% | 186 |
|
|
2024
Q1 | $28.4K | Hold |
336
| – | – | 0.02% | 176 |
|
|
2023
Q4 | $30.1K | Buy |
+336
| New | +$30.1K | 0.02% | 186 |
|