Pacifica Partners’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 | $72.3K | Hold |
741
| – | – | 0.03% | 176 |
|
2025
Q1 | $77.2K | Hold |
741
| – | – | 0.04% | 165 |
|
2024
Q4 | $68.3K | Hold |
741
| – | – | 0.03% | 177 |
|
2024
Q3 | $77K | Hold |
741
| – | – | 0.03% | 173 |
|
2024
Q2 | $71.5K | Hold |
741
| – | – | 0.03% | 182 |
|
2024
Q1 | $73.3K | Hold |
741
| – | – | 0.03% | 180 |
|
2023
Q4 | $63.6K | Hold |
741
| – | – | 0.03% | 184 |
|
2023
Q3 | $58.6K | Buy |
+741
| New | +$58.6K | 0.03% | 175 |
|
2020
Q2 | – | Sell |
-6
| Closed | – | – | 397 |
|
2020
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 393 |
|