Forte 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 | $433K | Hold |
4,375
| – | – | 0.05% | 184 |
|
|
2025
Q1 | $452K | Sell |
4,375
-38
| -0.9% | -$3.92K | 0.05% | 176 |
|
|
2024
Q4 | $409K | Hold |
4,413
| – | – | 0.05% | 179 |
|
|
2024
Q3 | $459K | Sell |
4,413
-17
| -0.4% | -$1.77K | 0.05% | 178 |
|
|
2024
Q2 | $426K | Hold |
4,430
| – | – | 0.05% | 170 |
|
|
2024
Q1 | $440K | Sell |
4,430
-1,100
| -20% | -$109K | 0.05% | 169 |
|
|
2023
Q4 | $495K | Hold |
5,530
| – | – | 0.07% | 147 |
|
|
2023
Q3 | $444K | Sell |
5,530
-17
| -0.3% | -$1.37K | 0.07% | 142 |
|
|
2023
Q2 | $494K | Sell |
5,547
-440
| -7% | -$39.2K | 0.07% | 140 |
|
|
2023
Q1 | $505K | Buy |
5,987
+17
| +0.3% | +$1.44K | 0.08% | 137 |
|
|
2022
Q4 | $468K | Sell |
5,970
-29
| -0.5% | -$2.27K | 0.08% | 133 |
|
|
2022
Q3 | $383K | Sell |
5,999
-22
| -0.4% | -$1.41K | 0.07% | 143 |
|
|
2022
Q2 | $426K | Sell |
6,021
-151
| -2% | -$10.7K | 0.07% | 139 |
|
|
2022
Q1 | $537K | Hold |
6,172
| – | – | 0.07% | 149 |
|
|
2021
Q4 | $537K | Sell |
6,172
-41
| -0.7% | -$3.57K | 0.07% | 149 |
|
|
2021
Q3 | $511K | Hold |
6,213
| – | – | 0.07% | 153 |
|
|
2021
Q2 | $508K | Hold |
6,213
| – | – | 0.07% | 148 |
|
|
2021
Q1 | $425K | Hold |
6,213
| – | – | 0.07% | 153 |
|
|
2020
Q4 | $420K | Sell |
6,213
-175
| -3% | -$11.8K | 0.06% | 147 |
|
|
2020
Q3 | $399K | Sell |
6,388
-238
| -4% | -$14.9K | 0.07% | 140 |
|
|
2020
Q2 | $377K | Buy |
+6,626
| New | +$377K | 0.08% | 135 |
|