AFCM
Applied Finance Capital Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $944K | Sell |
9,530
-465
| -5% | -$46K | 0.06% | 127 |
|
|
2025
Q1 | $1.03M | Buy |
9,995
+301
| +3% | +$31.1K | 0.08% | 107 |
|
|
2024
Q4 | $898K | Hold |
9,694
| – | – | 0.04% | 126 |
|
|
2024
Q3 | $1.01M | Buy |
9,694
+111
| +1% | +$11.5K | 0.04% | 115 |
|
|
2024
Q2 | $922K | Buy |
+9,583
| New | +$922K | 0.04% | 110 |
|