General Partner Inc’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 | $300K | Hold |
3,029
| – | – | 0.18% | 72 |
|
|
2025
Q1 | $313K | Hold |
3,029
| – | – | 0.2% | 65 |
|
|
2024
Q4 | $281K | Hold |
3,029
| – | – | 0.17% | 73 |
|
|
2024
Q3 | $315K | Hold |
3,029
| – | – | 0.2% | 70 |
|
|
2024
Q2 | $292K | Buy |
3,029
+29
| +1% | +$2.79K | 0.19% | 71 |
|
|
2024
Q1 | $298K | Hold |
3,000
| – | – | 0.19% | 74 |
|
|
2023
Q4 | $265K | Hold |
3,000
| – | – | 0.22% | 59 |
|
|
2023
Q3 | $237K | Hold |
3,000
| – | – | 0.21% | 60 |
|
|
2023
Q2 | $267K | Hold |
3,000
| – | – | 0.22% | 61 |
|
|
2023
Q1 | $235K | Sell |
3,000
-480
| -14% | -$37.7K | 0.21% | 61 |
|
|
2022
Q4 | $273K | Buy |
+3,480
| New | +$273K | 0.25% | 57 |
|