Atlas 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 | $135K | Hold |
1,364
| – | – | 0.02% | 476 |
|
|
2025
Q1 | $141K | Hold |
1,364
| – | – | 0.02% | 469 |
|
|
2024
Q4 | $126K | Buy |
1,364
+1,350
| +9,643% | +$125K | 0.02% | 472 |
|
|
2024
Q3 | $1.46K | Sell |
14
-1,350
| -99% | -$140K | ﹤0.01% | 836 |
|
|
2024
Q2 | $131K | Buy |
1,364
+1,350
| +9,643% | +$130K | 0.02% | 457 |
|
|
2024
Q1 | $1.39K | Sell |
14
-1,350
| -99% | -$134K | ﹤0.01% | 820 |
|
|
2023
Q4 | $122K | Hold |
1,364
| – | – | 0.02% | 464 |
|
|
2023
Q3 | $110K | Hold |
1,364
| – | – | 0.02% | 435 |
|
|
2023
Q2 | $121K | Hold |
1,364
| – | – | 0.02% | 447 |
|
|
2023
Q1 | $115K | Hold |
1,364
| – | – | 0.02% | 445 |
|
|
2022
Q4 | $107K | Hold |
1,364
| – | – | 0.02% | 439 |
|
|
2022
Q3 | $87K | Hold |
1,364
| – | – | 0.02% | 465 |
|
|
2022
Q2 | $96.4K | Hold |
1,364
| – | – | 0.02% | 469 |
|
|
2022
Q1 | $105K | Hold |
1,364
| – | – | 0.02% | 461 |
|
|
2021
Q4 | $119K | Hold |
1,364
| – | – | 0.02% | 431 |
|
|
2021
Q3 | $112K | Sell |
1,364
-150
| -10% | -$12.3K | 0.02% | 419 |
|
|
2021
Q2 | $124K | Sell |
1,514
-1,486
| -50% | -$122K | 0.02% | 427 |
|
|
2021
Q1 | $205K | Hold |
3,000
| – | – | 0.04% | 328 |
|
|
2020
Q4 | $203K | Buy |
+3,000
| New | +$203K | 0.04% | 304 |
|
|
2020
Q3 | – | Sell |
-3,000
| Closed | -$171K | – | 502 |
|
|
2020
Q2 | $171K | Buy |
+3,000
| New | +$171K | 0.04% | 334 |
|