GHP Investment Advisors’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 | $248K | Sell |
2,500
-109
| -4% | -$10.8K | 0.01% | 358 |
|
|
2025
Q1 | $269K | Buy |
2,609
+12
| +0.5% | +$1.24K | 0.01% | 344 |
|
|
2024
Q4 | $241K | Sell |
2,597
-146
| -5% | -$13.5K | 0.01% | 364 |
|
|
2024
Q3 | $285K | Sell |
2,743
-117
| -4% | -$12.2K | 0.01% | 345 |
|
|
2024
Q2 | $275K | Sell |
2,860
-675
| -19% | -$65K | 0.01% | 343 |
|
|
2024
Q1 | $351K | Sell |
3,535
-305
| -8% | -$30.3K | 0.02% | 327 |
|
|
2023
Q4 | $344K | Sell |
3,840
-312
| -8% | -$27.9K | 0.02% | 334 |
|
|
2023
Q3 | $332K | Sell |
4,152
-692
| -14% | -$55.4K | 0.02% | 329 |
|
|
2023
Q2 | $423K | Sell |
4,844
-699
| -13% | -$61.1K | 0.02% | 316 |
|
|
2023
Q1 | $468K | Sell |
5,543
-105
| -2% | -$8.86K | 0.03% | 304 |
|
|
2022
Q4 | $442K | Sell |
5,648
-358
| -6% | -$28K | 0.03% | 309 |
|
|
2022
Q3 | $383K | Sell |
6,006
-1,407
| -19% | -$89.7K | 0.03% | 306 |
|
|
2022
Q2 | $524K | Sell |
7,413
-636
| -8% | -$45K | 0.04% | 285 |
|
|
2022
Q1 | $619K | Buy |
+8,049
| New | +$619K | 0.04% | 279 |
|