Capital Advisors Ltd’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 | $53K | Buy |
533
+61
| +13% | +$6.07K | 0.01% | 459 |
|
|
2025
Q1 | $49K | Sell |
472
-1
| -0.2% | -$104 | 0.01% | 455 |
|
|
2024
Q4 | $44K | Hold |
473
| – | – | 0.01% | 484 |
|
|
2024
Q3 | $49K | Hold |
473
| – | – | 0.01% | 457 |
|
|
2024
Q2 | $46K | Sell |
473
-5
| -1% | -$486 | 0.01% | 459 |
|
|
2024
Q1 | $47K | Sell |
478
-42
| -8% | -$4.13K | 0.01% | 446 |
|
|
2023
Q4 | $47K | Hold |
520
| – | – | 0.01% | 433 |
|
|
2023
Q3 | $42K | Hold |
520
| – | – | 0.01% | 442 |
|
|
2023
Q2 | $46K | Buy |
520
+336
| +183% | +$29.7K | 0.01% | 438 |
|
|
2023
Q1 | $16K | Sell |
184
-361
| -66% | -$31.4K | ﹤0.01% | 487 |
|
|
2022
Q4 | $14K | Buy |
545
+374
| +219% | +$9.61K | ﹤0.01% | 506 |
|
|
2022
Q3 | $11K | Buy |
171
+20
| +13% | +$1.29K | ﹤0.01% | 527 |
|
|
2022
Q2 | $11K | Hold |
151
| – | – | ﹤0.01% | 499 |
|
|
2022
Q1 | $12K | Sell |
151
-771
| -84% | -$61.3K | ﹤0.01% | 505 |
|
|
2021
Q4 | $80K | Buy |
922
+45
| +5% | +$3.91K | 0.01% | 321 |
|
|
2021
Q3 | $72K | Hold |
877
| – | – | 0.01% | 299 |
|
|
2021
Q2 | $72K | Hold |
877
| – | – | 0.01% | 292 |
|
|
2021
Q1 | $60K | Hold |
877
| – | – | 0.01% | 280 |
|
|
2020
Q4 | $59K | Hold |
877
| – | – | 0.01% | 270 |
|
|
2020
Q3 | $55K | Hold |
877
| – | – | 0.01% | 270 |
|
|
2020
Q2 | $50K | Buy |
+877
| New | +$50K | 0.01% | 272 |
|