CVA Family Office’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 | $132K | Sell |
1,333
-35
| -3% | -$3.47K | 0.02% | 361 |
|
|
2025
Q1 | $141K | Buy |
1,368
+70
| +5% | +$7.22K | 0.02% | 333 |
|
|
2024
Q4 | $120K | Buy |
1,298
+52
| +4% | +$4.82K | 0.02% | 354 |
|
|
2024
Q3 | $129K | Sell |
1,246
-60
| -5% | -$6.24K | 0.02% | 328 |
|
|
2024
Q2 | $126K | Buy |
1,306
+379
| +41% | +$36.5K | 0.02% | 321 |
|
|
2024
Q1 | $92K | Buy |
927
+5
| +0.5% | +$496 | 0.02% | 376 |
|
|
2023
Q4 | $82.5K | Buy |
+922
| New | +$82.5K | 0.02% | 366 |
|
|
2023
Q3 | – | Sell |
-802
| Closed | -$71.4K | – | 726 |
|
|
2023
Q2 | $71.4K | Buy |
802
+20
| +3% | +$1.78K | 0.02% | 366 |
|
|
2023
Q1 | $66K | Sell |
782
-28
| -3% | -$2.36K | 0.01% | 383 |
|
|
2022
Q4 | $63.4K | Buy |
810
+338
| +72% | +$26.5K | 0.02% | 368 |
|
|
2022
Q3 | $30K | Buy |
472
+40
| +9% | +$2.54K | 0.01% | 466 |
|
|
2022
Q2 | $31K | Sell |
432
-33
| -7% | -$2.37K | 0.01% | 458 |
|
|
2022
Q1 | $36K | Buy |
465
+150
| +48% | +$11.6K | 0.01% | 460 |
|
|
2021
Q4 | $27K | Buy |
315
+261
| +483% | +$22.4K | 0.01% | 476 |
|
|
2021
Q3 | $3K | Sell |
54
-261
| -83% | -$14.5K | ﹤0.01% | 340 |
|
|
2021
Q2 | $26K | Buy |
315
+25
| +9% | +$2.06K | 0.01% | 477 |
|
|
2021
Q1 | $20K | Buy |
+290
| New | +$20K | 0.01% | 417 |
|
|
2020
Q4 | – | Sell |
-54
| Closed | -$3K | – | 372 |
|
|
2020
Q3 | $3K | Hold |
54
| – | – | ﹤0.01% | 340 |
|
|
2020
Q2 | $3K | Buy |
+54
| New | +$3K | ﹤0.01% | 301 |
|