Great Valley Advisor 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 | $248K | Sell |
2,501
-85
| -3% | -$8.42K | 0.01% | 798 |
|
|
2025
Q1 | $267K | Sell |
2,586
-274
| -10% | -$28.3K | 0.01% | 760 |
|
|
2024
Q4 | $265K | Buy |
2,860
+126
| +5% | +$11.7K | 0.01% | 728 |
|
|
2024
Q3 | $284K | Buy |
2,734
+54
| +2% | +$5.62K | 0.01% | 700 |
|
|
2024
Q2 | $258K | Sell |
2,680
-73
| -3% | -$7.03K | 0.01% | 681 |
|
|
2024
Q1 | $273K | Sell |
2,753
-434
| -14% | -$43K | 0.01% | 631 |
|
|
2023
Q4 | $285K | Buy |
3,187
+224
| +8% | +$20K | 0.01% | 593 |
|
|
2023
Q3 | $238K | Sell |
2,963
-322
| -10% | -$25.9K | 0.01% | 588 |
|
|
2023
Q2 | $292K | Sell |
3,285
-241
| -7% | -$21.4K | 0.01% | 563 |
|
|
2023
Q1 | $298K | Buy |
3,526
+1
| +0% | +$84 | 0.01% | 547 |
|
|
2022
Q4 | $276K | Buy |
3,525
+128
| +4% | +$10K | 0.01% | 562 |
|
|
2022
Q3 | $217K | Sell |
3,397
-246
| -7% | -$15.7K | 0.01% | 612 |
|
|
2022
Q2 | $257K | Buy |
+3,643
| New | +$257K | 0.01% | 580 |
|