Caprock Group’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 | $1.7M | Buy |
16,505
+7,310
| +79% | +$754K | 0.05% | 335 |
|
|
2024
Q4 | $852K | Buy |
9,195
+4,534
| +97% | +$420K | 0.03% | 465 |
|
|
2024
Q3 | $484K | Sell |
4,661
-1,118
| -19% | -$116K | 0.02% | 581 |
|
|
2024
Q2 | $556K | Buy |
5,779
+2,901
| +101% | +$279K | 0.02% | 510 |
|
|
2024
Q1 | $286K | Sell |
2,878
-1,809
| -39% | -$180K | 0.02% | 577 |
|
|
2023
Q4 | $419K | Sell |
4,687
-599
| -11% | -$53.6K | 0.03% | 437 |
|
|
2023
Q3 | $425K | Sell |
5,286
-125
| -2% | -$10K | 0.03% | 397 |
|
|
2023
Q2 | $482K | Buy |
5,411
+1,950
| +56% | +$174K | 0.04% | 375 |
|
|
2023
Q1 | $292K | Sell |
3,461
-132
| -4% | -$11.1K | 0.02% | 500 |
|
|
2022
Q4 | $281K | Sell |
3,593
-60
| -2% | -$4.7K | 0.03% | 413 |
|
|
2022
Q3 | $233K | Sell |
3,653
-221
| -6% | -$14.1K | 0.02% | 476 |
|
|
2022
Q2 | $274K | Sell |
3,874
-499
| -11% | -$35.3K | 0.03% | 412 |
|
|
2022
Q1 | $337K | Buy |
4,373
+846
| +24% | +$65.2K | 0.03% | 382 |
|
|
2021
Q4 | $307K | Buy |
+3,527
| New | +$307K | 0.03% | 413 |
|