JB Capital’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 | $2.27M | Sell |
22,950
-431
| -2% | -$42.7K | 0.11% | 98 |
|
|
2025
Q1 | $2.41M | Sell |
23,381
-1,053
| -4% | -$109K | 0.13% | 91 |
|
|
2024
Q4 | $2.26M | Sell |
24,434
-57
| -0.2% | -$5.28K | 0.13% | 86 |
|
|
2024
Q3 | $2.55M | Buy |
24,491
+43
| +0.2% | +$4.47K | 0.15% | 86 |
|
|
2024
Q2 | $2.35M | Sell |
24,448
-1,861
| -7% | -$179K | 0.15% | 84 |
|
|
2024
Q1 | $2.61M | Sell |
26,309
-263
| -1% | -$26.1K | 0.17% | 75 |
|
|
2023
Q4 | $2.38M | Buy |
26,572
+129
| +0.5% | +$11.5K | 0.18% | 73 |
|
|
2023
Q3 | $2.12M | Buy |
26,443
+360
| +1% | +$28.9K | 0.18% | 78 |
|
|
2023
Q2 | $2.32M | Buy |
26,083
+1,138
| +5% | +$101K | 0.2% | 66 |
|
|
2023
Q1 | $2.11M | Sell |
24,945
-970
| -4% | -$81.9K | 0.19% | 70 |
|
|
2022
Q4 | $2.03M | Buy |
25,915
+438
| +2% | +$34.3K | 0.2% | 70 |
|
|
2022
Q3 | $1.63M | Sell |
25,477
-122
| -0.5% | -$7.78K | 0.18% | 77 |
|
|
2022
Q2 | $1.81M | Buy |
25,599
+39
| +0.2% | +$2.76K | 0.19% | 63 |
|
|
2022
Q1 | $1.97M | Sell |
25,560
-92
| -0.4% | -$7.08K | 0.19% | 58 |
|
|
2021
Q4 | $2.23M | Sell |
25,652
-1,854
| -7% | -$161K | 0.22% | 59 |
|
|
2021
Q3 | $2.26M | Buy |
+27,506
| New | +$2.26M | 0.29% | 51 |
|