POM Investment Strategies’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-712
Closed -$65.9K 317
2024
Q4
$65.9K Hold
712
0.05% 65
2024
Q3
$74K Sell
712
-49
-6% -$5.09K 0.06% 55
2024
Q2
$73.3K Buy
761
+49
+7% +$4.72K 0.06% 59
2024
Q1
$70.7K Hold
712
0.06% 55
2023
Q4
$63.7K Buy
+712
New +$63.7K 0.06% 55