GM Advisory Group’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 | $202K | Buy |
+2,038
| New | +$202K | 0.01% | 278 |
|
|
2022
Q3 | – | Sell |
-7,844
| Closed | -$554K | – | 195 |
|
|
2022
Q2 | $554K | Sell |
7,844
-11,000
| -58% | -$777K | 0.09% | 105 |
|
|
2022
Q1 | $1.45M | Sell |
18,844
-19,753
| -51% | -$1.52M | 0.17% | 71 |
|
|
2021
Q4 | $3.36M | Hold |
38,597
| – | – | 0.3% | 54 |
|
|
2021
Q3 | $3.18M | Sell |
38,597
-1,345
| -3% | -$111K | 0.32% | 49 |
|
|
2021
Q2 | $3.27M | Sell |
39,942
-3,150
| -7% | -$258K | 0.34% | 49 |
|
|
2021
Q1 | $2.95M | Buy |
43,092
+25,300
| +142% | +$1.73M | 0.35% | 45 |
|
|
2020
Q4 | $1.2M | Buy |
17,792
+4,120
| +30% | +$278K | 0.16% | 64 |
|
|
2020
Q3 | $853K | Hold |
13,672
| – | – | 0.13% | 68 |
|
|
2020
Q2 | $777K | Buy |
+13,672
| New | +$777K | 0.14% | 75 |
|