Paladin Advisory Group’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 | $35K | Hold |
353
| – | – | 0.03% | 158 |
|
|
2025
Q1 | $36.4K | Hold |
353
| – | – | 0.03% | 162 |
|
|
2024
Q4 | $32.7K | Hold |
353
| – | – | 0.03% | 166 |
|
|
2024
Q3 | $36.7K | Hold |
353
| – | – | 0.03% | 164 |
|
|
2024
Q2 | $33.5K | Hold |
353
| – | – | 0.03% | 159 |
|
|
2024
Q1 | $34.8K | Sell |
353
-54
| -13% | -$5.32K | 0.03% | 158 |
|
|
2023
Q4 | $36.4K | Sell |
407
-862
| -68% | -$77.1K | 0.03% | 161 |
|
|
2023
Q3 | $102K | Buy |
1,269
+289
| +29% | +$23.2K | 0.09% | 118 |
|
|
2023
Q2 | $87.2K | Buy |
980
+2
| +0.2% | +$178 | 0.07% | 129 |
|
|
2023
Q1 | $82.6K | Buy |
+978
| New | +$82.6K | 0.07% | 131 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 170 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 171 |
|
|
2022
Q2 | – | Sell |
-971
| Closed | -$74K | – | 172 |
|
|
2022
Q1 | $74K | Buy |
+971
| New | +$74K | 0.06% | 144 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 167 |
|