Keynote Financial Services’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 | $251K | Sell |
2,532
-443
| -15% | -$43.9K | 0.17% | 130 |
|
|
2025
Q1 | $307K | Hold |
2,975
| – | – | 0.22% | 115 |
|
|
2024
Q4 | $276K | Sell |
2,975
-75
| -2% | -$6.95K | 0.21% | 118 |
|
|
2024
Q3 | $317K | Hold |
3,050
| – | – | 0.24% | 107 |
|
|
2024
Q2 | $294K | Hold |
3,050
| – | – | 0.25% | 102 |
|
|
2024
Q1 | $303K | Buy |
+3,050
| New | +$303K | 0.25% | 102 |
|