KCM 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 | – | Sell |
-2,487
| Closed | -$257K | – | 388 |
|
|
2025
Q1 | $257K | Sell |
2,487
-45
| -2% | -$4.64K | 0.01% | 331 |
|
|
2024
Q4 | $234K | Sell |
2,532
-359
| -12% | -$33.2K | 0.01% | 337 |
|
|
2024
Q3 | $300K | Sell |
2,891
-104
| -3% | -$10.8K | 0.01% | 322 |
|
|
2024
Q2 | $288K | Sell |
2,995
-232
| -7% | -$22.3K | 0.01% | 314 |
|
|
2024
Q1 | $320K | Sell |
3,227
-64
| -2% | -$6.35K | 0.01% | 312 |
|
|
2023
Q4 | $294K | Sell |
3,291
-81
| -2% | -$7.25K | 0.01% | 315 |
|
|
2023
Q3 | $271K | Sell |
3,372
-132
| -4% | -$10.6K | 0.01% | 320 |
|
|
2023
Q2 | $312K | Sell |
3,504
-653
| -16% | -$58.1K | 0.01% | 322 |
|
|
2023
Q1 | $351K | Sell |
4,157
-269
| -6% | -$22.7K | 0.01% | 316 |
|
|
2022
Q4 | $347K | Sell |
4,426
-61
| -1% | -$4.78K | 0.01% | 312 |
|
|
2022
Q3 | $286K | Sell |
4,487
-258
| -5% | -$16.4K | 0.01% | 316 |
|
|
2022
Q2 | $335K | Sell |
4,745
-325
| -6% | -$22.9K | 0.01% | 312 |
|
|
2022
Q1 | $390K | Sell |
5,070
-224
| -4% | -$17.2K | 0.01% | 322 |
|
|
2021
Q4 | $461K | Sell |
5,294
-184
| -3% | -$16K | 0.02% | 300 |
|
|
2021
Q3 | $451K | Sell |
5,478
-64
| -1% | -$5.27K | 0.02% | 285 |
|
|
2021
Q2 | $453K | Sell |
5,542
-325
| -6% | -$26.6K | 0.02% | 278 |
|
|
2021
Q1 | $402K | Sell |
5,867
-133
| -2% | -$9.11K | 0.02% | 271 |
|
|
2020
Q4 | $405K | Sell |
6,000
-498
| -8% | -$33.6K | 0.02% | 259 |
|
|
2020
Q3 | $406K | Sell |
6,498
-1,420
| -18% | -$88.7K | 0.02% | 237 |
|
|
2020
Q2 | $450K | Buy |
+7,918
| New | +$450K | 0.03% | 238 |
|