HeadInvest 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 | – | Sell |
-3,564
| Closed | -$368K | – | 222 |
|
|
2025
Q1 | $368K | Sell |
3,564
-223
| -6% | -$23K | 0.07% | 178 |
|
|
2024
Q4 | $351K | Sell |
3,787
-101
| -3% | -$9.35K | 0.07% | 177 |
|
|
2024
Q3 | $404K | Sell |
3,888
-993
| -20% | -$103K | 0.07% | 165 |
|
|
2024
Q2 | $470K | Sell |
4,881
-475
| -9% | -$45.7K | 0.09% | 145 |
|
|
2024
Q1 | $532K | Sell |
5,356
-140
| -3% | -$13.9K | 0.1% | 138 |
|
|
2023
Q4 | $492K | Sell |
5,496
-224
| -4% | -$20K | 0.1% | 141 |
|
|
2023
Q3 | $455K | Buy |
5,720
+82
| +1% | +$6.52K | 0.1% | 139 |
|
|
2023
Q2 | $493K | Sell |
5,638
-762
| -12% | -$66.6K | 0.11% | 137 |
|
|
2023
Q1 | $540K | Sell |
6,400
-140
| -2% | -$11.8K | 0.12% | 124 |
|
|
2022
Q4 | $512K | Sell |
6,540
-192
| -3% | -$15K | 0.11% | 129 |
|
|
2022
Q3 | $430K | Sell |
6,732
-7
| -0.1% | -$447 | 0.1% | 145 |
|
|
2022
Q2 | $476K | Sell |
6,739
-98
| -1% | -$6.92K | 0.11% | 139 |
|
|
2022
Q1 | $526K | Sell |
6,837
-131
| -2% | -$10.1K | 0.1% | 140 |
|
|
2021
Q4 | $607K | Sell |
6,968
-64
| -0.9% | -$5.58K | 0.11% | 134 |
|
|
2021
Q3 | $579K | Sell |
7,032
-621
| -8% | -$51.1K | 0.11% | 132 |
|
|
2021
Q2 | $625K | Sell |
7,653
-217
| -3% | -$17.7K | 0.12% | 125 |
|
|
2021
Q1 | $538K | Sell |
7,870
-3,607
| -31% | -$247K | 0.11% | 137 |
|
|
2020
Q4 | $775K | Sell |
11,477
-714
| -6% | -$48.2K | 0.16% | 93 |
|
|
2020
Q3 | $761K | Sell |
12,191
-1,745
| -13% | -$109K | 0.22% | 81 |
|
|
2020
Q2 | $792K | Buy |
+13,936
| New | +$792K | 0.25% | 72 |
|