PrairieView 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 | $11K | Hold |
113
| – | – | ﹤0.01% | 287 |
|
2025
Q1 | $11K | Hold |
113
| – | – | ﹤0.01% | 278 |
|
2024
Q4 | $10K | Hold |
113
| – | – | ﹤0.01% | 287 |
|
2024
Q3 | $11K | Hold |
113
| – | – | ﹤0.01% | 279 |
|
2024
Q2 | $10K | Hold |
113
| – | – | ﹤0.01% | 294 |
|
2024
Q1 | $12K | Hold |
113
| – | – | ﹤0.01% | 275 |
|
2023
Q4 | $10K | Hold |
113
| – | – | ﹤0.01% | 274 |
|
2023
Q3 | $9K | Hold |
113
| – | – | ﹤0.01% | 293 |
|
2023
Q2 | $10K | Hold |
113
| – | – | ﹤0.01% | 321 |
|
2023
Q1 | $9K | Hold |
113
| – | – | ﹤0.01% | 312 |
|
2022
Q4 | $8K | Sell |
113
-759
| -87% | -$53.7K | ﹤0.01% | 338 |
|
2022
Q3 | $56K | Hold |
872
| – | – | 0.01% | 167 |
|
2022
Q2 | $62K | Hold |
872
| – | – | 0.01% | 171 |
|
2022
Q1 | $67K | Sell |
872
-127
| -13% | -$9.76K | 0.01% | 172 |
|
2021
Q4 | $87K | Buy |
999
+127
| +15% | +$11.1K | 0.01% | 163 |
|
2021
Q3 | $72K | Hold |
872
| – | – | 0.01% | 148 |
|
2021
Q2 | $71K | Hold |
872
| – | – | 0.01% | 146 |
|
2021
Q1 | $60K | Hold |
872
| – | – | 0.01% | 154 |
|
2020
Q4 | $59K | Hold |
872
| – | – | 0.01% | 142 |
|
2020
Q3 | $54K | Buy |
872
+1
| +0.1% | +$62 | 0.01% | 137 |
|
2020
Q2 | $50K | Buy |
+871
| New | +$50K | 0.01% | 138 |
|