Pathstone Holdings’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 | $4.82M | Sell |
48,681
-30,377
| -38% | -$3.01M | 0.02% | 554 |
|
|
2025
Q1 | $8.16M | Buy |
79,058
+32,086
| +68% | +$3.31M | 0.04% | 404 |
|
|
2024
Q4 | $4.35M | Sell |
46,972
-310
| -0.7% | -$28.7K | 0.02% | 593 |
|
|
2024
Q3 | $4.91M | Buy |
47,282
+604
| +1% | +$62.8K | 0.02% | 552 |
|
|
2024
Q2 | $4.49M | Buy |
46,678
+945
| +2% | +$91K | 0.02% | 568 |
|
|
2024
Q1 | $4.54M | Buy |
45,733
+2,233
| +5% | +$222K | 0.02% | 533 |
|
|
2023
Q4 | $3.92M | Buy |
+43,500
| New | +$3.92M | 0.02% | 493 |
|