NGA
Naples Global Advisors’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Sell |
2,176
-107
| -5% | -$10.6K | 0.02% | 405 |
|
|
2025
Q1 | $236K | Hold |
2,283
| – | – | 0.02% | 376 |
|
|
2024
Q4 | $211K | Hold |
2,283
| – | – | 0.02% | 387 |
|
|
2024
Q3 | $237K | Buy |
2,283
+18
| +0.8% | +$1.87K | 0.02% | 374 |
|
|
2024
Q2 | $218K | Hold |
2,265
| – | – | 0.02% | 375 |
|
|
2024
Q1 | $225K | Hold |
2,265
| – | – | 0.02% | 377 |
|
|
2023
Q4 | $203K | Buy |
+2,265
| New | +$203K | 0.02% | 397 |
|
|
2023
Q3 | – | Sell |
-2,390
| Closed | -$213K | – | 407 |
|
|
2023
Q2 | $213K | Buy |
+2,390
| New | +$213K | 0.03% | 380 |
|