Hoertkorn Richard Charles’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 | $67.5K | Hold |
682
| – | – | 0.03% | 52 |
|
|
2025
Q1 | $70.4K | Hold |
682
| – | – | 0.03% | 53 |
|
|
2024
Q4 | $63.2K | Hold |
682
| – | – | 0.03% | 55 |
|
|
2024
Q3 | $70.9K | Hold |
682
| – | – | 0.03% | 56 |
|
|
2024
Q2 | $65.6K | Hold |
682
| – | – | 0.03% | 58 |
|
|
2024
Q1 | $67.7K | Hold |
682
| – | – | 0.03% | 56 |
|
|
2023
Q4 | $61K | Hold |
682
| – | – | 0.03% | 56 |
|
|
2023
Q3 | $54.8K | Hold |
682
| – | – | 0.03% | 56 |
|
|
2023
Q2 | $60.7K | Hold |
682
| – | – | 0.03% | 55 |
|
|
2023
Q1 | $57.6K | Hold |
682
| – | – | 0.03% | 57 |
|
|
2022
Q4 | $53.4K | Hold |
682
| – | – | 0.03% | 56 |
|
|
2022
Q3 | $44K | Hold |
682
| – | – | 0.03% | 54 |
|
|
2022
Q2 | $48K | Hold |
682
| – | – | 0.03% | 55 |
|
|
2022
Q1 | $52K | Hold |
682
| – | – | 0.02% | 56 |
|
|
2021
Q4 | $59K | Hold |
682
| – | – | 0.02% | 58 |
|
|
2021
Q3 | $56K | Hold |
682
| – | – | 0.03% | 58 |
|
|
2021
Q2 | $56K | Hold |
682
| – | – | 0.03% | 58 |
|
|
2021
Q1 | $47K | Hold |
682
| – | – | 0.02% | 58 |
|
|
2020
Q4 | $46K | Hold |
682
| – | – | 0.03% | 61 |
|
|
2020
Q3 | $42K | Hold |
682
| – | – | 0.03% | 62 |
|
|
2020
Q2 | $39K | Buy |
+682
| New | +$39K | 0.03% | 63 |
|