Mount Yale Investment 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 | $102K | Buy |
+1,034
| New | +$102K | 0.01% | 654 |
|
|
2024
Q1 | – | Sell |
-2,551
| Closed | -$228K | – | 554 |
|
|
2023
Q4 | $228K | Sell |
2,551
-776
| -23% | -$69.4K | 0.02% | 459 |
|
|
2023
Q3 | $267K | Sell |
3,327
-83
| -2% | -$6.67K | 0.03% | 412 |
|
|
2023
Q2 | $304K | Buy |
3,410
+9
| +0.3% | +$801 | 0.03% | 386 |
|
|
2023
Q1 | $287K | Sell |
3,401
-1,016
| -23% | -$85.8K | 0.03% | 390 |
|
|
2022
Q4 | $346K | Sell |
4,417
-842
| -16% | -$65.9K | 0.04% | 330 |
|
|
2022
Q3 | $336K | Buy |
5,259
+19
| +0.4% | +$1.21K | 0.04% | 321 |
|
|
2022
Q2 | $370K | Buy |
5,240
+456
| +10% | +$32.2K | 0.05% | 319 |
|
|
2022
Q1 | $368K | Buy |
4,784
+503
| +12% | +$38.7K | 0.04% | 332 |
|
|
2021
Q4 | $373K | Buy |
4,281
+26
| +0.6% | +$2.27K | 0.04% | 327 |
|
|
2021
Q3 | $350K | Sell |
4,255
-2
| -0% | -$165 | 0.04% | 325 |
|
|
2021
Q2 | $348K | Buy |
4,257
+85
| +2% | +$6.95K | 0.04% | 298 |
|
|
2021
Q1 | $286K | Buy |
+4,172
| New | +$286K | 0.04% | 323 |
|