Forum Financial Management’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 |
3,066
+111
| +4% | +$11K | ﹤0.01% | 662 |
|
|
2025
Q1 | $305K | Buy |
2,955
+62
| +2% | +$6.4K | 0.01% | 581 |
|
|
2024
Q4 | $268K | Buy |
2,893
+311
| +12% | +$28.8K | ﹤0.01% | 684 |
|
|
2024
Q3 | $268K | Buy |
2,582
+5
| +0.2% | +$520 | ﹤0.01% | 569 |
|
|
2024
Q2 | $248K | Buy |
2,577
+2
| +0.1% | +$193 | ﹤0.01% | 560 |
|
|
2024
Q1 | $256K | Sell |
2,575
-448
| -15% | -$44.5K | ﹤0.01% | 577 |
|
|
2023
Q4 | $270K | Sell |
3,023
-453
| -13% | -$40.5K | 0.01% | 501 |
|
|
2023
Q3 | $279K | Hold |
3,476
| – | – | 0.01% | 442 |
|
|
2023
Q2 | $309K | Buy |
3,476
+427
| +14% | +$38K | 0.01% | 422 |
|
|
2023
Q1 | $257K | Hold |
3,049
| – | – | 0.01% | 456 |
|
|
2022
Q4 | $239K | Buy |
+3,049
| New | +$239K | 0.01% | 479 |
|
|
2022
Q3 | – | Sell |
-2,975
| Closed | -$210K | – | 591 |
|
|
2022
Q2 | $210K | Buy |
2,975
+81
| +3% | +$5.72K | 0.01% | 505 |
|
|
2022
Q1 | $222K | Buy |
2,894
+455
| +19% | +$34.9K | 0.01% | 524 |
|
|
2021
Q4 | $212K | Buy |
+2,439
| New | +$212K | 0.01% | 590 |
|