Machina 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 | $2.92M | Buy |
+29,452
| New | +$2.92M | 0.61% | 48 |
|
|
2024
Q2 | – | Sell |
-11,872
| Closed | -$1.18M | – | 334 |
|
|
2024
Q1 | $1.18M | Sell |
11,872
-1,904
| -14% | -$189K | 0.62% | 42 |
|
|
2023
Q4 | $1.23M | Buy |
+13,776
| New | +$1.23M | 0.8% | 22 |
|
|
2023
Q3 | – | Sell |
-3,050
| Closed | -$271K | – | 336 |
|
|
2023
Q2 | $271K | Sell |
3,050
-4,246
| -58% | -$378K | 0.15% | 221 |
|
|
2023
Q1 | $616K | Buy |
+7,296
| New | +$616K | 0.54% | 50 |
|
|
2022
Q4 | – | Sell |
-6,203
| Closed | -$396K | – | 195 |
|
|
2022
Q3 | $396K | Buy |
6,203
+3,094
| +100% | +$198K | 0.84% | 41 |
|
|
2022
Q2 | $220K | Sell |
3,109
-1,404
| -31% | -$99.4K | 0.49% | 107 |
|
|
2022
Q1 | $347K | Buy |
4,513
+1,798
| +66% | +$138K | 0.76% | 52 |
|
|
2021
Q4 | $236K | Buy |
+2,715
| New | +$236K | 0.57% | 98 |
|
|
2021
Q3 | – | Sell |
-3,300
| Closed | -$270K | – | 191 |
|
|
2021
Q2 | $270K | Buy |
+3,300
| New | +$270K | 0.46% | 113 |
|