Howard Capital Management’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
$264K Buy
2,662
+285
+12% +$28.2K ﹤0.01% 371
2025
Q1
$245K Sell
2,377
-364
-13% -$37.6K 0.01% 352
2024
Q4
$254K Buy
2,741
+139
+5% +$12.9K ﹤0.01% 371
2024
Q3
$270K Buy
+2,602
New +$270K ﹤0.01% 340