Dover 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 | $268K | Sell |
2,702
-235
| -8% | -$23.3K | 0.12% | 142 |
|
|
2025
Q1 | $303K | Sell |
2,937
-44
| -1% | -$4.54K | 0.13% | 128 |
|
|
2024
Q4 | $276K | Sell |
2,981
-167
| -5% | -$15.5K | 0.16% | 112 |
|
|
2024
Q3 | $327K | Sell |
3,148
-718
| -19% | -$74.6K | 0.19% | 109 |
|
|
2024
Q2 | $372K | Sell |
3,866
-395
| -9% | -$38K | 0.23% | 95 |
|
|
2024
Q1 | $423K | Buy |
4,261
+350
| +9% | +$34.7K | 0.29% | 85 |
|
|
2023
Q4 | $350K | Sell |
3,911
-690
| -15% | -$61.7K | 0.46% | 64 |
|
|
2023
Q3 | $370K | Sell |
4,601
-500
| -10% | -$40.2K | 0.37% | 73 |
|
|
2023
Q2 | $454K | Hold |
5,101
| – | – | 0.4% | 68 |
|
|
2023
Q1 | $431K | Sell |
5,101
-37
| -0.7% | -$3.12K | 0.41% | 65 |
|
|
2022
Q4 | $402K | Buy |
+5,138
| New | +$402K | 0.43% | 66 |
|