Aspect Partners’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 | $2.48K | Buy |
25
+5
| +25% | +$495 | ﹤0.01% | 453 |
|
|
2025
Q1 | $2.06K | Hold |
20
| – | – | ﹤0.01% | 448 |
|
|
2024
Q4 | $1.85K | Hold |
20
| – | – | ﹤0.01% | 483 |
|
|
2024
Q3 | $2.08K | Sell |
20
-3
| -13% | -$312 | ﹤0.01% | 441 |
|
|
2024
Q2 | $2.21K | Hold |
23
| – | – | ﹤0.01% | 452 |
|
|
2024
Q1 | $2.28K | Buy |
23
+3
| +15% | +$298 | ﹤0.01% | 439 |
|
|
2023
Q4 | $1.79K | Buy |
+20
| New | +$1.79K | ﹤0.01% | 447 |
|