Aviso Financial’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 | $4.88M | Buy |
49,257
+613
| +1% | +$60.7K | 0.22% | 60 |
|
|
2025
Q1 | $5.02M | Buy |
48,644
+9,744
| +25% | +$1.01M | 0.25% | 59 |
|
|
2024
Q4 | $3.6M | Sell |
38,900
-1,967
| -5% | -$182K | 0.18% | 67 |
|
|
2024
Q3 | $4.25M | Sell |
40,867
-125
| -0.3% | -$13K | 0.21% | 64 |
|
|
2024
Q2 | $3.95M | Buy |
+40,992
| New | +$3.95M | 0.22% | 63 |
|