EntryPoint Capital’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 | $672K | Buy |
6,791
+4,554
| +204% | +$451K | 0.34% | 30 |
|
2025
Q1 | $231K | Buy |
+2,237
| New | +$231K | 0.11% | 468 |
|
2024
Q4 | – | Sell |
-3,658
| Closed | -$380K | – | 905 |
|
2024
Q3 | $380K | Buy |
+3,658
| New | +$380K | 0.22% | 149 |
|
2024
Q1 | – | Sell |
-452
| Closed | -$40.4K | – | 1664 |
|
2023
Q4 | $40.4K | Buy |
+452
| New | +$40.4K | 0.04% | 824 |
|