Close Asset Management’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 | $2.47M | Sell |
24,921
-30
| -0.1% | -$2.97K | 0.07% | 67 |
|
|
2025
Q1 | $2.58M | Sell |
24,951
-196
| -0.8% | -$20.2K | 0.07% | 63 |
|
|
2024
Q4 | $2.33M | Hold |
25,147
| – | – | 0.07% | 62 |
|
|
2024
Q3 | $2.61M | Sell |
25,147
-2,891
| -10% | -$301K | 0.08% | 62 |
|
|
2024
Q2 | $2.7M | Sell |
28,038
-575
| -2% | -$55.4K | 0.09% | 61 |
|
|
2024
Q1 | $2.84M | Sell |
28,613
-522
| -2% | -$51.8K | 0.1% | 59 |
|
|
2023
Q4 | $2.61M | Hold |
29,135
| – | – | 0.11% | 57 |
|
|
2023
Q3 | $2.34M | Buy |
29,135
+208
| +0.7% | +$16.7K | 0.12% | 61 |
|
|
2023
Q2 | $2.58M | Buy |
28,927
+30
| +0.1% | +$2.67K | 0.12% | 59 |
|
|
2023
Q1 | $2.44M | Sell |
28,897
-282
| -1% | -$23.8K | 0.12% | 56 |
|
|
2022
Q4 | $2.29M | Sell |
29,179
-75
| -0.3% | -$5.87K | 0.12% | 53 |
|
|
2022
Q3 | $1.87M | Sell |
29,254
-172
| -0.6% | -$11K | 0.11% | 52 |
|
|
2022
Q2 | $2.08M | Buy |
29,426
+752
| +3% | +$53.2K | 0.1% | 53 |
|
|
2022
Q1 | $2.5M | Hold |
28,674
| – | – | 0.09% | 51 |
|
|
2021
Q4 | $2.5M | Sell |
28,674
-1,620
| -5% | -$141K | 0.09% | 51 |
|
|
2021
Q3 | $2.49M | Buy |
30,294
+2,550
| +9% | +$210K | 0.12% | 47 |
|
|
2021
Q2 | $2.27M | Sell |
27,744
-1,000
| -3% | -$81.7K | 0.11% | 52 |
|
|
2021
Q1 | $1.97M | Buy |
+28,744
| New | +$1.97M | 0.1% | 58 |
|