Kraematon 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 | $399K | Buy |
4,034
+10
| +0.2% | +$990 | 0.38% | 62 |
|
|
2025
Q1 | $415K | Buy |
4,024
+9
| +0.2% | +$929 | 0.42% | 59 |
|
|
2024
Q4 | $372K | Buy |
4,015
+9
| +0.2% | +$833 | 0.37% | 61 |
|
|
2024
Q3 | $416K | Sell |
4,006
-98
| -2% | -$10.2K | 0.41% | 60 |
|
|
2024
Q2 | $395K | Buy |
4,104
+10
| +0.2% | +$963 | 0.4% | 59 |
|
|
2024
Q1 | $406K | Sell |
4,094
-149
| -4% | -$14.8K | 0.41% | 59 |
|
|
2023
Q4 | $380K | Sell |
4,243
-293
| -6% | -$26.2K | 0.42% | 58 |
|
|
2023
Q3 | $364K | Buy |
4,536
+11
| +0.2% | +$883 | 0.45% | 57 |
|
|
2023
Q2 | $403K | Sell |
4,525
-312
| -6% | -$27.8K | 0.44% | 57 |
|
|
2023
Q1 | $408K | Sell |
4,837
-980
| -17% | -$82.7K | 0.47% | 55 |
|
|
2022
Q4 | $455K | Sell |
5,817
-311
| -5% | -$24.4K | 0.49% | 54 |
|
|
2022
Q3 | $391K | Sell |
6,128
-384
| -6% | -$24.5K | 0.5% | 53 |
|
|
2022
Q2 | $460K | Sell |
6,512
-483
| -7% | -$34.1K | 0.53% | 51 |
|
|
2022
Q1 | $538K | Sell |
6,995
-86
| -1% | -$6.61K | 0.51% | 52 |
|
|
2021
Q4 | $617K | Buy |
+7,081
| New | +$617K | 0.55% | 50 |
|