Interchange Capital Partners’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 | $232K | Buy |
2,343
+63
| +3% | +$6.24K | 0.05% | 254 |
|
|
2025
Q1 | $235K | Buy |
2,280
+13
| +0.6% | +$1.34K | 0.07% | 239 |
|
|
2024
Q4 | $210K | Hold |
2,267
| – | – | 0.08% | 230 |
|
|
2024
Q3 | $236K | Hold |
2,267
| – | – | 0.08% | 229 |
|
|
2024
Q2 | $218K | Buy |
+2,267
| New | +$218K | 0.08% | 241 |
|
|
2021
Q1 | – | Sell |
-782
| Closed | -$52K | – | 831 |
|
|
2020
Q4 | $52K | Buy |
+782
| New | +$52K | 0.03% | 405 |
|