&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 | $624K | Buy |
6,284
+723
| +13% | +$71.8K | ﹤0.01% | 1238 |
|
|
2025
Q1 | $568K | Sell |
5,561
-879
| -14% | -$89.8K | 0.01% | 1077 |
|
|
2024
Q4 | $598K | Buy |
6,440
+1,496
| +30% | +$139K | 0.01% | 999 |
|
|
2024
Q3 | $514K | Buy |
4,944
+2,795
| +130% | +$291K | 0.01% | 856 |
|
|
2024
Q2 | $207K | Buy |
+2,149
| New | +$207K | 0.01% | 838 |
|