Belpointe 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 | – | Sell |
-5,807
| Closed | -$599K | – | 1005 |
|
|
2025
Q1 | $599K | Buy |
+5,807
| New | +$599K | 0.03% | 509 |
|
|
2023
Q2 | – | Sell |
-2,857
| Closed | -$241K | – | 2473 |
|
|
2023
Q1 | $241K | Buy |
2,857
+142
| +5% | +$12K | 0.01% | 850 |
|
|
2022
Q4 | $213K | Buy |
2,715
+684
| +34% | +$53.6K | 0.01% | 874 |
|
|
2022
Q3 | $130K | Buy |
2,031
+113
| +6% | +$7.23K | 0.01% | 1025 |
|
|
2022
Q2 | $136K | Sell |
1,918
-7
| -0.4% | -$496 | 0.01% | 980 |
|
|
2022
Q1 | $148K | Buy |
+1,925
| New | +$148K | 0.01% | 1045 |
|
|
2021
Q4 | – | Sell |
-1,285
| Closed | -$106K | – | 1240 |
|
|
2021
Q3 | $106K | Sell |
1,285
-630
| -33% | -$52K | 0.01% | 1137 |
|
|
2021
Q2 | $156K | Buy |
1,915
+2
| +0.1% | +$163 | 0.01% | 935 |
|
|
2021
Q1 | $131K | Sell |
1,913
-2,184
| -53% | -$150K | 0.01% | 901 |
|
|
2020
Q4 | $277K | Buy |
4,097
+40
| +1% | +$2.7K | 0.02% | 584 |
|
|
2020
Q3 | $253K | Buy |
4,057
+427
| +12% | +$26.6K | 0.03% | 490 |
|
|
2020
Q2 | $206K | Buy |
+3,630
| New | +$206K | 0.03% | 519 |
|