Graypoint LLC’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 | $464K | Buy |
4,686
+272
| +6% | +$26.9K | 0.03% | 336 |
|
|
2025
Q1 | $456K | Buy |
4,414
+147
| +3% | +$15.2K | 0.03% | 322 |
|
|
2024
Q4 | $395K | Buy |
4,267
+152
| +4% | +$14.1K | 0.02% | 360 |
|
|
2024
Q3 | $428K | Sell |
4,115
-104
| -2% | -$10.8K | 0.03% | 336 |
|
|
2024
Q2 | $406K | Buy |
4,219
+232
| +6% | +$22.3K | 0.03% | 321 |
|
|
2024
Q1 | $396K | Sell |
3,987
-23
| -0.6% | -$2.28K | 0.03% | 327 |
|
|
2023
Q4 | $359K | Buy |
4,010
+261
| +7% | +$23.4K | 0.03% | 325 |
|
|
2023
Q3 | $301K | Sell |
3,749
-165
| -4% | -$13.3K | 0.03% | 337 |
|
|
2023
Q2 | $348K | Sell |
3,914
-629
| -14% | -$56K | 0.03% | 275 |
|
|
2023
Q1 | $383K | Sell |
4,543
-1,710
| -27% | -$144K | 0.04% | 245 |
|
|
2022
Q4 | $490K | Sell |
6,253
-1
| -0% | -$78 | 0.06% | 194 |
|
|
2022
Q3 | $399K | Sell |
6,254
-399
| -6% | -$25.5K | 0.05% | 210 |
|
|
2022
Q2 | $470K | Sell |
6,653
-836
| -11% | -$59.1K | 0.06% | 184 |
|
|
2022
Q1 | $576K | Sell |
7,489
-632
| -8% | -$48.6K | 0.06% | 188 |
|
|
2021
Q4 | $707K | Sell |
8,121
-631
| -7% | -$54.9K | 0.07% | 164 |
|
|
2021
Q3 | $720K | Sell |
8,752
-330
| -4% | -$27.1K | 0.09% | 139 |
|
|
2021
Q2 | $743K | Buy |
9,082
+70
| +0.8% | +$5.73K | 0.1% | 137 |
|
|
2021
Q1 | $617K | Sell |
9,012
-1,304
| -13% | -$89.3K | 0.09% | 141 |
|
|
2020
Q4 | $697K | Sell |
10,316
-1,001
| -9% | -$67.6K | 0.12% | 124 |
|
|
2020
Q3 | $706K | Sell |
11,317
-4,258
| -27% | -$266K | 0.14% | 115 |
|
|
2020
Q2 | $886K | Buy |
+15,575
| New | +$886K | 0.2% | 93 |
|