Oak Thistle LLC’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 | $493K | Buy |
+4,979
| New | +$493K | 0.07% | 367 |
|
|
2025
Q1 | – | Sell |
-24,651
| Closed | -$2.28M | – | 528 |
|
|
2024
Q4 | $2.28M | Buy |
+24,651
| New | +$2.28M | 0.68% | 14 |
|
|
2024
Q3 | – | Sell |
-9,888
| Closed | -$952K | – | 493 |
|
|
2024
Q2 | $952K | Buy |
9,888
+6,506
| +192% | +$626K | 0.71% | 18 |
|
|
2024
Q1 | $336K | Sell |
3,382
-15,413
| -82% | -$1.53M | 0.3% | 153 |
|
|
2023
Q4 | $1.68M | Buy |
+18,795
| New | +$1.68M | 0.48% | 40 |
|
|
2023
Q2 | – | Sell |
-4,618
| Closed | -$390K | – | 496 |
|
|
2023
Q1 | $390K | Buy |
+4,618
| New | +$390K | 0.23% | 201 |
|