Orion 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 | $37.1K | Hold |
375
| – | – | 0.01% | 272 |
|
|
2025
Q1 | $38.7K | Hold |
375
| – | – | 0.02% | 263 |
|
|
2024
Q4 | $34.7K | Buy |
+375
| New | +$34.7K | 0.02% | 266 |
|
|
2024
Q3 | – | Sell |
-375
| Closed | -$36.1K | – | 327 |
|
|
2024
Q2 | $36.1K | Hold |
375
| – | – | 0.02% | 258 |
|
|
2024
Q1 | $37.2K | Hold |
375
| – | – | 0.02% | 268 |
|
|
2023
Q4 | $33.6K | Hold |
375
| – | – | 0.02% | 276 |
|
|
2023
Q3 | $30.1K | Buy |
+375
| New | +$30.1K | 0.02% | 275 |
|
|
2023
Q2 | – | Sell |
-375
| Closed | -$31.7K | – | 326 |
|
|
2023
Q1 | $31.7K | Hold |
375
| – | – | 0.02% | 261 |
|
|
2022
Q4 | $29.4K | Hold |
375
| – | – | 0.02% | 237 |
|
|
2022
Q3 | $24K | Hold |
375
| – | – | 0.02% | 252 |
|
|
2022
Q2 | $27K | Hold |
375
| – | – | 0.02% | 241 |
|
|
2022
Q1 | $29K | Hold |
375
| – | – | 0.02% | 243 |
|
|
2021
Q4 | $33K | Hold |
375
| – | – | 0.02% | 226 |
|
|
2021
Q3 | $31K | Buy |
+375
| New | +$31K | 0.02% | 220 |
|