Empowered Funds’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 | $980K | Buy |
9,896
+908
| +10% | +$89.9K | 0.01% | 1078 |
|
|
2025
Q1 | $928K | Buy |
8,988
+857
| +11% | +$88.4K | 0.01% | 1026 |
|
|
2024
Q4 | $753K | Buy |
8,131
+845
| +12% | +$78.3K | 0.01% | 1049 |
|
|
2024
Q3 | $757K | Buy |
7,286
+668
| +10% | +$69.4K | 0.01% | 983 |
|
|
2024
Q2 | $637K | Buy |
6,618
+413
| +7% | +$39.8K | 0.01% | 986 |
|
|
2024
Q1 | $616K | Buy |
6,205
+1,884
| +44% | +$187K | 0.01% | 1025 |
|
|
2023
Q4 | $387K | Buy |
4,321
+802
| +23% | +$71.8K | 0.01% | 1044 |
|
|
2023
Q3 | $283K | Buy |
3,519
+569
| +19% | +$45.7K | 0.01% | 1072 |
|
|
2023
Q2 | $263K | Buy |
+2,950
| New | +$263K | 0.01% | 1004 |
|