Callan Capital’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 | $299K | Buy |
2,895
+246
| +9% | +$25.4K | 0.02% | 283 |
|
|
2024
Q4 | $245K | Sell |
2,649
-127
| -5% | -$11.8K | 0.02% | 290 |
|
|
2024
Q3 | $289K | Buy |
2,776
+306
| +12% | +$31.8K | 0.02% | 272 |
|
|
2024
Q2 | $238K | Buy |
2,470
+80
| +3% | +$7.7K | 0.02% | 274 |
|
|
2024
Q1 | $237K | Sell |
2,390
-10
| -0.4% | -$993 | 0.02% | 247 |
|
|
2023
Q4 | $215K | Buy |
+2,400
| New | +$215K | 0.02% | 208 |
|