Carolina Wealth Advisors’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 | $1.16M | Buy |
11,666
+2,820
| +32% | +$279K | 0.57% | 35 |
|
|
2025
Q1 | $913K | Buy |
8,846
+6,581
| +291% | +$679K | 0.49% | 33 |
|
|
2024
Q4 | $210K | Buy |
2,265
+1,759
| +348% | +$163K | 0.11% | 64 |
|
|
2024
Q3 | $52.6K | Buy |
+506
| New | +$52.6K | 0.03% | 108 |
|
|
2021
Q3 | – | Sell |
-10
| Closed | -$1K | – | 291 |
|
|
2021
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 274 |
|
|
2021
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 296 |
|
|
2020
Q4 | $1K | Sell |
10
-15
| -60% | -$1.5K | ﹤0.01% | 230 |
|
|
2020
Q3 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 197 |
|