McClarren Financial 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 | – | Sell |
-117
| Closed | -$12K | – | 227 |
|
|
2025
Q1 | $12K | Hold |
117
| – | – | 0.01% | 206 |
|
|
2024
Q4 | $10K | Hold |
117
| – | – | 0.03% | 152 |
|
|
2024
Q3 | $12 | Buy |
117
+21
| +22% | +$2 | ﹤0.01% | 182 |
|
|
2024
Q2 | $11K | Sell |
96
-121
| -56% | -$13.9K | 0.01% | 242 |
|
|
2024
Q1 | $22K | Hold |
217
| – | – | 0.02% | 212 |
|
|
2023
Q4 | $19K | Buy |
217
+101
| +87% | +$8.84K | 0.01% | 241 |
|
|
2023
Q3 | $9K | Hold |
116
| – | – | 0.01% | 258 |
|
|
2023
Q2 | $10K | Buy |
116
+1
| +0.9% | +$86 | 0.01% | 255 |
|
|
2023
Q1 | $9K | Hold |
115
| – | – | 0.01% | 248 |
|
|
2022
Q4 | $9K | Buy |
115
+1
| +0.9% | +$78 | 0.01% | 253 |
|
|
2022
Q3 | $7K | Buy |
+114
| New | +$7K | 0.01% | 244 |
|
|
2022
Q2 | – | Sell |
-154
| Closed | -$11K | – | 191 |
|
|
2022
Q1 | $11K | Sell |
154
-1
| -0.6% | -$71 | 0.01% | 205 |
|
|
2021
Q4 | $14K | Buy |
155
+2
| +1% | +$181 | 0.01% | 223 |
|
|
2021
Q3 | $12K | Hold |
153
| – | – | 0.01% | 209 |
|
|
2021
Q2 | $12K | Hold |
153
| – | – | 0.01% | 220 |
|
|
2021
Q1 | $10K | Buy |
153
+1
| +0.7% | +$65 | 0.01% | 199 |
|
|
2020
Q4 | $10K | Buy |
+152
| New | +$10K | 0.01% | 170 |
|