Montis Financial’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 | $214K | Hold |
2,156
| – | – | 0.06% | 132 |
|
|
2025
Q1 | $223K | Sell |
2,156
-60
| -3% | -$6.19K | 0.07% | 133 |
|
|
2024
Q4 | $205K | Buy |
2,216
+110
| +5% | +$10.2K | 0.06% | 134 |
|
|
2024
Q3 | $219K | Sell |
2,106
-215
| -9% | -$22.3K | 0.08% | 101 |
|
|
2024
Q2 | $223K | Sell |
2,321
-87
| -4% | -$8.38K | 0.1% | 75 |
|
|
2024
Q1 | $239K | Sell |
2,408
-65
| -3% | -$6.45K | 0.11% | 77 |
|
|
2023
Q4 | $221K | Buy |
+2,473
| New | +$221K | 0.13% | 70 |
|
|
2023
Q3 | – | Sell |
-2,486
| Closed | -$221K | – | 72 |
|
|
2023
Q2 | $221K | Hold |
2,486
| – | – | 0.15% | 59 |
|
|
2023
Q1 | $210K | Buy |
+2,486
| New | +$210K | 0.16% | 56 |
|
|
2022
Q1 | – | Sell |
-2,652
| Closed | -$231K | – | 82 |
|
|
2021
Q4 | $231K | Buy |
2,652
+69
| +3% | +$6.01K | 0.17% | 78 |
|
|
2021
Q3 | $212K | Sell |
2,583
-370
| -13% | -$30.4K | 0.18% | 62 |
|
|
2021
Q2 | $241K | Hold |
2,953
| – | – | 0.2% | 61 |
|
|
2021
Q1 | $205K | Buy |
+2,953
| New | +$205K | 0.19% | 66 |
|