Baker Avenue Asset 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
Q2 | $442K | Sell |
4,463
-321
| -7% | -$31.8K | 0.01% | 320 |
|
|
2025
Q1 | $494K | Sell |
4,784
-117
| -2% | -$12.1K | 0.02% | 297 |
|
|
2024
Q4 | $454K | Buy |
4,901
+17
| +0.3% | +$1.57K | 0.01% | 298 |
|
|
2024
Q3 | $508K | Buy |
+4,884
| New | +$508K | 0.02% | 286 |
|
|
2023
Q4 | – | Sell |
-118
| Closed | -$9.48K | – | 1132 |
|
|
2023
Q3 | $9.48K | Buy |
118
+21
| +22% | +$1.69K | ﹤0.01% | 776 |
|
|
2023
Q2 | $8.63K | Hold |
97
| – | – | ﹤0.01% | 758 |
|
|
2023
Q1 | $8.19K | Hold |
97
| – | – | ﹤0.01% | 786 |
|
|
2022
Q4 | $7.6K | Buy |
+97
| New | +$7.6K | ﹤0.01% | 743 |
|