Gables Capital 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 | $47K | Sell |
475
-100
| -17% | -$9.9K | 0.02% | 212 |
|
|
2025
Q1 | $59.3K | Hold |
575
| – | – | 0.03% | 200 |
|
|
2024
Q4 | $53.3K | Hold |
575
| – | – | 0.03% | 207 |
|
|
2024
Q3 | $59.8K | Hold |
575
| – | – | 0.03% | 197 |
|
|
2024
Q2 | $55.4K | Hold |
575
| – | – | 0.03% | 194 |
|
|
2024
Q1 | $57.1K | Hold |
575
| – | – | 0.03% | 195 |
|
|
2023
Q4 | $51.4K | Hold |
575
| – | – | 0.03% | 190 |
|
|
2023
Q3 | $46.2K | Hold |
575
| – | – | 0.03% | 188 |
|
|
2023
Q2 | $51.2K | Hold |
575
| – | – | 0.03% | 186 |
|
|
2023
Q1 | $48.5K | Sell |
575
-600
| -51% | -$50.6K | 0.03% | 198 |
|
|
2022
Q4 | $92K | Hold |
1,175
| – | – | 0.07% | 152 |
|
|
2022
Q3 | $75K | Hold |
1,175
| – | – | 0.06% | 160 |
|
|
2022
Q2 | $83K | Hold |
1,175
| – | – | 0.06% | 160 |
|
|
2022
Q1 | $90K | Hold |
1,175
| – | – | 0.06% | 167 |
|
|
2021
Q4 | $102K | Hold |
1,175
| – | – | 0.06% | 157 |
|
|
2021
Q3 | $97K | Hold |
1,175
| – | – | 0.06% | 154 |
|
|
2021
Q2 | $96K | Sell |
1,175
-636
| -35% | -$52K | 0.07% | 152 |
|
|
2021
Q1 | $124K | Hold |
1,811
| – | – | 0.07% | 148 |
|
|
2020
Q4 | $122K | Hold |
1,811
| – | – | 0.07% | 146 |
|
|
2020
Q3 | $113K | Hold |
1,811
| – | – | 0.07% | 143 |
|
|
2020
Q2 | $103K | Buy |
+1,811
| New | +$103K | 0.07% | 146 |
|