Choreo LLC’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 | $1.82M | Sell |
18,379
-132
| -0.7% | -$13.1K | 0.03% | 394 |
|
|
2025
Q1 | $1.91M | Buy |
18,511
+884
| +5% | +$91.2K | 0.03% | 344 |
|
|
2024
Q4 | $1.63M | Sell |
17,627
-1,071
| -6% | -$99.2K | 0.02% | 416 |
|
|
2024
Q3 | $1.94M | Buy |
18,698
+750
| +4% | +$77.8K | 0.03% | 359 |
|
|
2024
Q2 | $1.7M | Buy |
17,948
+11,767
| +190% | +$1.12M | 0.03% | 363 |
|
|
2024
Q1 | $614K | Buy |
6,181
+63
| +1% | +$6.26K | 0.02% | 387 |
|
|
2023
Q4 | $547K | Buy |
6,118
+286
| +5% | +$25.6K | 0.01% | 383 |
|
|
2023
Q3 | $468K | Sell |
5,832
-21
| -0.4% | -$1.69K | 0.02% | 299 |
|
|
2023
Q2 | $521K | Sell |
5,853
-65
| -1% | -$5.79K | 0.02% | 282 |
|
|
2023
Q1 | $500K | Buy |
+5,918
| New | +$500K | 0.02% | 296 |
|
|
2021
Q3 | – | Sell |
-2,727
| Closed | -$223K | – | 230 |
|
|
2021
Q2 | $223K | Buy |
+2,727
| New | +$223K | 0.01% | 201 |
|
|
2020
Q3 | – | Sell |
-11,026
| Closed | -$627K | – | 192 |
|
|
2020
Q2 | $627K | Buy |
+11,026
| New | +$627K | 0.06% | 100 |
|