Avity Investment Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,582
| Closed | -$239K | – | 108 |
|
|
2024
Q4 | $239K | Hold |
2,582
| – | – | 0.02% | 100 |
|
|
2024
Q3 | $268K | Sell |
2,582
-300
| -10% | -$31.2K | 0.02% | 93 |
|
|
2024
Q2 | $277K | Hold |
2,882
| – | – | 0.02% | 93 |
|
|
2024
Q1 | $286K | Hold |
2,882
| – | – | 0.02% | 94 |
|
|
2023
Q4 | $258K | Buy |
2,882
+300
| +12% | +$26.8K | 0.02% | 88 |
|
|
2023
Q3 | $207K | Hold |
2,582
| – | – | 0.02% | 84 |
|
|
2023
Q2 | $230K | Sell |
2,582
-750
| -23% | -$66.8K | 0.02% | 86 |
|
|
2023
Q1 | $281K | Hold |
3,332
| – | – | 0.03% | 80 |
|
|
2022
Q4 | $261K | Hold |
3,332
| – | – | 0.03% | 75 |
|
|
2022
Q3 | $213K | Sell |
3,332
-125
| -4% | -$7.99K | 0.02% | 75 |
|
|
2022
Q2 | $244K | Hold |
3,457
| – | – | 0.03% | 76 |
|
|
2022
Q1 | $266K | Buy |
3,457
+150
| +5% | +$11.5K | 0.02% | 79 |
|
|
2021
Q4 | $288K | Sell |
3,307
-19
| -0.6% | -$1.66K | 0.02% | 72 |
|
|
2021
Q3 | $274K | Buy |
3,326
+769
| +30% | +$63.4K | 0.02% | 73 |
|
|
2021
Q2 | $209K | Buy |
+2,557
| New | +$209K | 0.02% | 82 |
|