Investment Research & Advisory Group’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 | $2.07M | Buy |
20,918
+1,048
| +5% | +$104K | 0.77% | 33 |
|
|
2025
Q1 | $2.05M | Buy |
19,870
+2,998
| +18% | +$309K | 0.86% | 35 |
|
|
2024
Q4 | $1.56M | Buy |
16,872
+312
| +2% | +$28.9K | 0.65% | 39 |
|
|
2024
Q3 | $1.72M | Sell |
16,560
-1,808
| -10% | -$188K | 0.73% | 38 |
|
|
2024
Q2 | $1.77M | Buy |
18,368
+719
| +4% | +$69.2K | 0.78% | 36 |
|
|
2024
Q1 | $1.75M | Buy |
+17,649
| New | +$1.75M | 0.81% | 36 |
|