Mark Sheptoff Financial Planning’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 | $82.5K | Hold |
833
| – | – | 0.04% | 146 |
|
|
2025
Q1 | $86K | Hold |
833
| – | – | 0.05% | 130 |
|
|
2024
Q4 | $77.1K | Hold |
833
| – | – | 0.04% | 143 |
|
|
2024
Q3 | $86.6K | Hold |
833
| – | – | 0.05% | 138 |
|
|
2024
Q2 | $80.2K | Hold |
833
| – | – | 0.04% | 150 |
|
|
2024
Q1 | $82.7K | Hold |
833
| – | – | 0.05% | 144 |
|
|
2023
Q4 | $74.5K | Hold |
833
| – | – | 0.04% | 134 |
|
|
2023
Q3 | $66.9K | Hold |
833
| – | – | 0.04% | 127 |
|
|
2023
Q2 | $74.1K | Sell |
833
-218
| -21% | -$19.4K | 0.04% | 132 |
|
|
2023
Q1 | $88.7K | Hold |
1,051
| – | – | 0.05% | 121 |
|
|
2022
Q4 | $82.3K | Hold |
1,051
| – | – | 0.05% | 124 |
|
|
2022
Q3 | $67K | Sell |
1,051
-627
| -37% | -$40K | 0.04% | 128 |
|
|
2022
Q2 | $119K | Sell |
1,678
-152
| -8% | -$10.8K | 0.07% | 106 |
|
|
2022
Q1 | $141K | Hold |
1,830
| – | – | 0.07% | 118 |
|
|
2021
Q4 | $159K | Buy |
1,830
+63
| +4% | +$5.47K | 0.08% | 115 |
|
|
2021
Q3 | $145K | Hold |
1,767
| – | – | 0.08% | 118 |
|
|
2021
Q2 | $144K | Buy |
1,767
+150
| +9% | +$12.2K | 0.08% | 121 |
|
|
2021
Q1 | $111K | Hold |
1,617
| – | – | 0.06% | 123 |
|
|
2020
Q4 | $109K | Sell |
1,617
-50
| -3% | -$3.37K | 0.06% | 127 |
|
|
2020
Q3 | $104K | Sell |
1,667
-962
| -37% | -$60K | 0.06% | 117 |
|
|
2020
Q2 | $149K | Buy |
+2,629
| New | +$149K | 0.1% | 102 |
|