Plato Investment 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 | $1.88M | Sell |
19,033
-3,712
| -16% | -$366K | 0.14% | 168 |
|
|
2025
Q1 | $2.37M | Hold |
22,745
| – | – | 0.2% | 122 |
|
|
2024
Q4 | $2.11M | Hold |
22,745
| – | – | 0.16% | 143 |
|
|
2024
Q3 | $2.36M | Hold |
22,745
| – | – | 0.19% | 125 |
|
|
2024
Q2 | $2.19M | Hold |
22,745
| – | – | 0.2% | 110 |
|
|
2024
Q1 | $2.26M | Buy |
22,745
+21,772
| +2,238% | +$2.16M | 0.23% | 111 |
|
|
2023
Q4 | $87.1K | Buy |
+973
| New | +$87.1K | 0.11% | 172 |
|