Creative Financial Designs’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 | $47.6K | Hold |
481
| – | – | ﹤0.01% | 876 |
|
|
2025
Q1 | $49.6K | Buy |
481
+34
| +8% | +$3.51K | ﹤0.01% | 824 |
|
|
2024
Q4 | $41.4K | Buy |
447
+1
| +0.2% | +$93 | ﹤0.01% | 851 |
|
|
2024
Q3 | $46.4K | Sell |
446
-17
| -4% | -$1.77K | ﹤0.01% | 792 |
|
|
2024
Q2 | $44.6K | Buy |
463
+327
| +240% | +$31.5K | ﹤0.01% | 775 |
|
|
2024
Q1 | $13.5K | Sell |
136
-30
| -18% | -$2.98K | ﹤0.01% | 1060 |
|
|
2023
Q4 | $14.8K | Buy |
166
+18
| +12% | +$1.61K | ﹤0.01% | 986 |
|
|
2023
Q3 | $11.9K | Buy |
148
+50
| +51% | +$4.03K | ﹤0.01% | 979 |
|
|
2023
Q2 | $8.76K | Hold |
98
| – | – | ﹤0.01% | 1055 |
|
|
2023
Q1 | $8.29K | Buy |
98
+30
| +44% | +$2.54K | ﹤0.01% | 1005 |
|
|
2022
Q4 | $5.32K | Hold |
68
| – | – | ﹤0.01% | 1027 |
|
|
2022
Q3 | $4K | Hold |
68
| – | – | ﹤0.01% | 1081 |
|
|
2022
Q2 | $5K | Buy |
68
+1
| +1% | +$74 | ﹤0.01% | 1006 |
|
|
2022
Q1 | $5K | Hold |
67
| – | – | ﹤0.01% | 1045 |
|
|
2021
Q4 | $6K | Hold |
67
| – | – | ﹤0.01% | 989 |
|
|
2021
Q3 | $6K | Hold |
67
| – | – | ﹤0.01% | 1124 |
|
|
2021
Q2 | $5K | Hold |
67
| – | – | ﹤0.01% | 1176 |
|
|
2021
Q1 | $5K | Buy |
67
+1
| +2% | +$75 | ﹤0.01% | 1069 |
|
|
2020
Q4 | $4K | Hold |
66
| – | – | ﹤0.01% | 1040 |
|
|
2020
Q3 | $4K | Sell |
66
-25
| -27% | -$1.52K | ﹤0.01% | 981 |
|
|
2020
Q2 | $5K | Buy |
+91
| New | +$5K | ﹤0.01% | 874 |
|