Fielder Capital Group’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 | – | Sell |
-2,818
| Closed | -$291K | – | 253 |
|
|
2025
Q1 | $291K | Sell |
2,818
-78
| -3% | -$8.05K | 0.08% | 156 |
|
|
2024
Q4 | $268K | Buy |
2,896
+39
| +1% | +$3.61K | 0.08% | 157 |
|
|
2024
Q3 | $297K | Sell |
2,857
-147
| -5% | -$15.3K | 0.1% | 135 |
|
|
2024
Q2 | $289K | Buy |
3,004
+17
| +0.6% | +$1.64K | 0.11% | 123 |
|
|
2024
Q1 | $297K | Buy |
2,987
+29
| +1% | +$2.88K | 0.13% | 111 |
|
|
2023
Q4 | $265K | Buy |
+2,958
| New | +$265K | 0.16% | 106 |
|