Annis Gardner Whiting Capital Advisors’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 | $55.3K | Hold |
558
| – | – | 0.02% | 399 |
|
|
2025
Q1 | $57.6K | Hold |
558
| – | – | 0.02% | 340 |
|
|
2024
Q4 | $51.7K | Sell |
558
-5
| -0.9% | -$463 | 0.01% | 342 |
|
|
2024
Q3 | $58.5K | Buy |
563
+2
| +0.4% | +$208 | 0.02% | 351 |
|
|
2024
Q2 | $54K | Sell |
561
-51
| -8% | -$4.91K | 0.02% | 391 |
|
|
2024
Q1 | $60.8K | Sell |
612
-24
| -4% | -$2.38K | 0.02% | 357 |
|
|
2023
Q4 | $56.9K | Buy |
636
+108
| +20% | +$9.66K | 0.03% | 288 |
|
|
2023
Q3 | $42.4K | Buy |
+528
| New | +$42.4K | 0.02% | 299 |
|