Horan Securities’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 | $274K | Buy |
2,770
+2
| +0.1% | +$198 | 0.1% | 113 |
|
|
2025
Q1 | $286K | Buy |
2,768
+2
| +0.1% | +$206 | 0.11% | 99 |
|
|
2024
Q4 | $256K | Buy |
2,766
+1
| +0% | +$93 | 0.1% | 107 |
|
|
2024
Q3 | $287K | Buy |
2,765
+2
| +0.1% | +$208 | 0.11% | 105 |
|
|
2024
Q2 | $266K | Buy |
+2,763
| New | +$266K | 0.12% | 96 |
|
|
2023
Q3 | – | Sell |
-1,360
| Closed | -$121K | – | 479 |
|
|
2023
Q2 | $121K | Buy |
1,360
+402
| +42% | +$35.8K | 0.05% | 161 |
|
|
2023
Q1 | $80.9K | Hold |
958
| – | – | 0.04% | 168 |
|
|
2022
Q4 | $75K | Sell |
958
-8
| -0.8% | -$626 | 0.04% | 168 |
|
|
2022
Q3 | $62K | Hold |
966
| – | – | 0.04% | 166 |
|
|
2022
Q2 | $67K | Hold |
966
| – | – | 0.04% | 149 |
|
|
2022
Q1 | $74K | Hold |
966
| – | – | 0.04% | 143 |
|
|
2021
Q4 | $84K | Buy |
+966
| New | +$84K | 0.05% | 138 |
|
|
2021
Q2 | $79K | Hold |
966
| – | – | 0.06% | 136 |
|
|
2021
Q1 | $66K | Hold |
966
| – | – | 0.06% | 118 |
|
|
2020
Q4 | $65K | Hold |
966
| – | – | 0.05% | 104 |
|
|
2020
Q3 | $60K | Hold |
966
| – | – | 0.06% | 90 |
|
|
2020
Q2 | $55K | Buy |
+966
| New | +$55K | 0.06% | 67 |
|