FORA 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 | $2.32M | Buy |
23,411
+9,946
| +74% | +$985K | 0.26% | 101 |
|
|
2025
Q1 | $1.39M | Sell |
13,465
-35,098
| -72% | -$3.62M | 0.14% | 194 |
|
|
2024
Q4 | $4.5M | Buy |
48,563
+31,099
| +178% | +$2.88M | 0.51% | 62 |
|
|
2024
Q3 | $1.82M | Sell |
17,464
-3,500
| -17% | -$364K | 0.21% | 139 |
|
|
2024
Q2 | $2.02M | Sell |
20,964
-2,358
| -10% | -$227K | 0.25% | 133 |
|
|
2024
Q1 | $2.32M | Sell |
23,322
-3,974
| -15% | -$394K | 0.19% | 145 |
|
|
2023
Q4 | $2.44M | Sell |
27,296
-7,741
| -22% | -$693K | 0.21% | 134 |
|
|
2023
Q3 | $2.81M | Buy |
+35,037
| New | +$2.81M | 0.25% | 119 |
|
|
2023
Q2 | – | Sell |
-19,727
| Closed | -$1.66M | – | 549 |
|
|
2023
Q1 | $1.66M | Buy |
+19,727
| New | +$1.66M | 0.17% | 178 |
|
|
2021
Q4 | – | Sell |
-21,222
| Closed | -$1.75M | – | 421 |
|
|
2021
Q3 | $1.75M | Buy |
21,222
+11,195
| +112% | +$921K | 0.44% | 71 |
|
|
2021
Q2 | $820K | Sell |
10,027
-2,416
| -19% | -$198K | 0.15% | 172 |
|
|
2021
Q1 | $852K | Sell |
12,443
-1,720
| -12% | -$118K | 0.28% | 77 |
|
|
2020
Q4 | $957K | Buy |
+14,163
| New | +$957K | 0.15% | 159 |
|