MV Capital Management’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 | $96.1K | Buy |
971
+1
| +0.1% | +$99 | 0.01% | 245 |
|
|
2025
Q1 | $100K | Buy |
970
+11
| +1% | +$1.14K | 0.01% | 237 |
|
|
2024
Q4 | $88.8K | Sell |
959
-2
| -0.2% | -$185 | 0.01% | 245 |
|
|
2024
Q3 | $99.9K | Sell |
961
-36
| -4% | -$3.74K | 0.01% | 234 |
|
|
2024
Q2 | $96K | Buy |
997
+34
| +4% | +$3.27K | 0.01% | 232 |
|
|
2024
Q1 | $95.6K | Sell |
963
-34
| -3% | -$3.38K | 0.01% | 234 |
|
|
2023
Q4 | $89.2K | Buy |
997
+101
| +11% | +$9.04K | 0.01% | 233 |
|
|
2023
Q3 | $72K | Sell |
896
-151
| -14% | -$12.1K | 0.01% | 242 |
|
|
2023
Q2 | $93.2K | Sell |
1,047
-1
| -0.1% | -$89 | 0.01% | 220 |
|
|
2023
Q1 | $88.5K | Buy |
1,048
+39
| +4% | +$3.29K | 0.01% | 218 |
|
|
2022
Q4 | $79K | Sell |
1,009
-94
| -9% | -$7.36K | 0.01% | 189 |
|
|
2022
Q3 | $70K | Buy |
1,103
+25
| +2% | +$1.59K | 0.01% | 190 |
|
|
2022
Q2 | $76K | Buy |
1,078
+45
| +4% | +$3.17K | 0.01% | 185 |
|
|
2022
Q1 | $79K | Buy |
1,033
+109
| +12% | +$8.34K | 0.01% | 187 |
|
|
2021
Q4 | $80K | Buy |
924
+21
| +2% | +$1.82K | 0.01% | 179 |
|
|
2021
Q3 | $74K | Buy |
903
+39
| +5% | +$3.2K | 0.01% | 175 |
|
|
2021
Q2 | $71K | Buy |
864
+61
| +8% | +$5.01K | 0.01% | 173 |
|
|
2021
Q1 | $55K | Buy |
803
+3
| +0.4% | +$205 | 0.01% | 170 |
|
|
2020
Q4 | $54K | Hold |
800
| – | – | 0.01% | 157 |
|
|
2020
Q3 | $50K | Sell |
800
-110
| -12% | -$6.88K | 0.01% | 150 |
|
|
2020
Q2 | $52K | Buy |
+910
| New | +$52K | 0.01% | 151 |
|