LBP AM’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 | $916K | Sell |
9,248
-1,042
| -10% | -$103K | 0.01% | 330 |
|
|
2025
Q1 | $1.06M | Hold |
10,290
| – | – | 0.02% | 313 |
|
|
2024
Q4 | $953K | Hold |
10,290
| – | – | 0.01% | 328 |
|
|
2024
Q3 | $1.07M | Sell |
10,290
-543
| -5% | -$56.4K | 0.02% | 292 |
|
|
2024
Q2 | $1.04M | Hold |
10,833
| – | – | 0.04% | 212 |
|
|
2024
Q1 | $1.08M | Sell |
10,833
-1,100
| -9% | -$109K | 0.04% | 222 |
|
|
2023
Q4 | $1.07M | Hold |
11,933
| – | – | 0.02% | 324 |
|
|
2023
Q3 | $958K | Sell |
11,933
-457
| -4% | -$36.7K | 0.02% | 367 |
|
|
2023
Q2 | $1.1M | Buy |
12,390
+3,877
| +46% | +$345K | 0.03% | 329 |
|
|
2023
Q1 | $718K | Buy |
+8,513
| New | +$718K | 0.02% | 396 |
|