Bruce G. Allen Investments’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 | $8.02K | Hold |
81
| – | – | 0.01% | 507 |
|
|
2025
Q1 | $8.36K | Sell |
81
-33
| -29% | -$3.41K | 0.01% | 487 |
|
|
2024
Q4 | $10.6K | Hold |
114
| – | – | 0.01% | 465 |
|
|
2024
Q3 | $11.8K | Buy |
114
+21
| +23% | +$2.18K | 0.01% | 459 |
|
|
2024
Q2 | $8.95K | Hold |
93
| – | – | 0.01% | 477 |
|
|
2024
Q1 | $9.23K | Buy |
93
+2
| +2% | +$199 | 0.01% | 489 |
|
|
2023
Q4 | $8.14K | Buy |
+91
| New | +$8.14K | 0.01% | 521 |
|