Birchbrook’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 | $21K | Hold |
212
| – | – | 0.01% | 159 |
|
2025
Q1 | $21.9K | Hold |
212
| – | – | 0.01% | 152 |
|
2024
Q4 | $19.6K | Hold |
212
| – | – | 0.01% | 167 |
|
2024
Q3 | $22K | Hold |
212
| – | – | 0.01% | 151 |
|
2024
Q2 | $20.4K | Hold |
212
| – | – | 0.01% | 161 |
|
2024
Q1 | $21K | Hold |
212
| – | – | 0.01% | 164 |
|
2023
Q4 | $19K | Buy |
+212
| New | +$19K | 0.01% | 170 |
|