MSH Capital 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 | $234K | Buy |
2,362
+122
| +5% | +$12.1K | 0.07% | 219 |
|
|
2025
Q1 | $231K | Hold |
2,240
| – | – | 0.07% | 212 |
|
|
2024
Q4 | $207K | Sell |
2,240
-200
| -8% | -$18.5K | 0.07% | 222 |
|
|
2024
Q3 | $254K | Hold |
2,440
| – | – | 0.08% | 206 |
|
|
2024
Q2 | $235K | Sell |
2,440
-175
| -7% | -$16.8K | 0.08% | 203 |
|
|
2024
Q1 | $260K | Sell |
2,615
-44
| -2% | -$4.37K | 0.09% | 186 |
|
|
2023
Q4 | $238K | Sell |
2,659
-26
| -1% | -$2.33K | 0.09% | 185 |
|
|
2023
Q3 | $216K | Hold |
2,685
| – | – | 0.08% | 197 |
|
|
2023
Q2 | $239K | Buy |
+2,685
| New | +$239K | 0.09% | 191 |
|