Interval 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 | $5.86M | Buy |
+59,186
| New | +$5.86M | 0.1% | 145 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 338 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 322 |
|
|
2023
Q1 | – | Sell |
-123,767
| Closed | -$9.69M | – | 257 |
|
|
2022
Q4 | $9.69M | Buy |
+123,767
| New | +$9.69M | 0.58% | 43 |
|
|
2021
Q3 | – | Sell |
-99,751
| Closed | -$8.16M | – | 256 |
|
|
2021
Q2 | $8.16M | Sell |
99,751
-6,890
| -6% | -$563K | 0.34% | 71 |
|
|
2021
Q1 | $7.3M | Sell |
106,641
-37,717
| -26% | -$2.58M | 0.28% | 73 |
|
|
2020
Q4 | $9.75M | Sell |
144,358
-4,906
| -3% | -$331K | 0.41% | 49 |
|
|
2020
Q3 | $9.32M | Buy |
+149,264
| New | +$9.32M | 0.52% | 36 |
|