Fidelis Capital Partners’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 | $304K | Buy |
3,501
+15
| +0.4% | +$1.31K | 0.03% | 350 |
|
|
2025
Q1 | $324K | Sell |
3,486
-148
| -4% | -$13.8K | 0.03% | 306 |
|
|
2024
Q4 | $344K | Buy |
3,634
+75
| +2% | +$7.09K | 0.03% | 316 |
|
|
2024
Q3 | $366K | Sell |
3,559
-39
| -1% | -$4.01K | 0.04% | 286 |
|
|
2024
Q2 | $333K | Buy |
3,598
+54
| +2% | +$4.99K | 0.05% | 270 |
|
|
2024
Q1 | $352K | Buy |
3,544
+201
| +6% | +$20K | 0.05% | 263 |
|
|
2023
Q4 | $299K | Buy |
3,343
+321
| +11% | +$28.7K | 0.07% | 244 |
|
|
2023
Q3 | $243K | Buy |
3,022
+20
| +0.7% | +$1.61K | 0.08% | 230 |
|
|
2023
Q2 | $267K | Buy |
3,002
+97
| +3% | +$8.63K | 0.1% | 218 |
|
|
2023
Q1 | $250K | Buy |
+2,905
| New | +$250K | 0.11% | 208 |
|