ICW Investment Advisors’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 | $677K | Buy |
6,839
+239
| +4% | +$23.7K | 0.27% | 110 |
|
|
2025
Q1 | $681K | Buy |
6,600
+78
| +1% | +$8.05K | 0.28% | 108 |
|
|
2024
Q4 | $604K | Buy |
6,522
+193
| +3% | +$17.9K | 0.25% | 113 |
|
|
2024
Q3 | $658K | Buy |
6,329
+82
| +1% | +$8.52K | 0.27% | 107 |
|
|
2024
Q2 | $601K | Sell |
6,247
-120
| -2% | -$11.6K | 0.27% | 106 |
|
|
2024
Q1 | $632K | Buy |
6,367
+238
| +4% | +$23.6K | 0.28% | 106 |
|
|
2023
Q4 | $548K | Buy |
6,129
+144
| +2% | +$12.9K | 0.27% | 109 |
|
|
2023
Q3 | $481K | Buy |
5,985
+562
| +10% | +$45.1K | 0.26% | 106 |
|
|
2023
Q2 | $483K | Buy |
5,423
+428
| +9% | +$38.1K | 0.26% | 104 |
|
|
2023
Q1 | $422K | Buy |
4,995
+66
| +1% | +$5.57K | 0.24% | 107 |
|
|
2022
Q4 | $386K | Buy |
4,929
+192
| +4% | +$15K | 0.23% | 109 |
|
|
2022
Q3 | $302K | Buy |
4,737
+129
| +3% | +$8.22K | 0.2% | 112 |
|
|
2022
Q2 | $326K | Buy |
4,608
+98
| +2% | +$6.93K | 0.21% | 112 |
|
|
2022
Q1 | $347K | Buy |
4,510
+232
| +5% | +$17.9K | 0.2% | 115 |
|
|
2021
Q4 | $372K | Buy |
4,278
+911
| +27% | +$79.2K | 0.21% | 115 |
|
|
2021
Q3 | $277K | Buy |
+3,367
| New | +$277K | 0.18% | 121 |
|
|
2021
Q1 | – | Sell |
-3,066
| Closed | -$205K | – | 129 |
|
|
2020
Q4 | $205K | Sell |
3,066
-268
| -8% | -$17.9K | 0.15% | 126 |
|
|
2020
Q3 | $208K | Sell |
3,334
-327
| -9% | -$20.4K | 0.16% | 124 |
|
|
2020
Q2 | $208K | Buy |
+3,661
| New | +$208K | 0.17% | 123 |
|