Pring Turner Capital Group’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 | $750K | Hold |
7,575
| – | – | 0.48% | 40 |
|
|
2025
Q1 | $782K | Hold |
7,575
| – | – | 0.49% | 40 |
|
|
2024
Q4 | $702K | Hold |
7,575
| – | – | 0.47% | 41 |
|
|
2024
Q3 | $787K | Hold |
7,575
| – | – | 0.5% | 43 |
|
|
2024
Q2 | $729K | Hold |
7,575
| – | – | 0.51% | 40 |
|
|
2024
Q1 | $752K | Hold |
7,575
| – | – | 0.55% | 40 |
|
|
2023
Q4 | $678K | Hold |
7,575
| – | – | 0.52% | 42 |
|
|
2023
Q3 | $608K | Hold |
7,575
| – | – | 0.51% | 41 |
|
|
2023
Q2 | $674K | Hold |
7,575
| – | – | 0.62% | 40 |
|
|
2023
Q1 | $639K | Hold |
7,575
| – | – | 0.63% | 40 |
|
|
2022
Q4 | $593K | Buy |
+7,575
| New | +$593K | 0.65% | 39 |
|
|
2022
Q3 | – | Sell |
-3,075
| Closed | -$217K | – | 58 |
|
|
2022
Q2 | $217K | Sell |
3,075
-4,500
| -59% | -$318K | 0.21% | 51 |
|
|
2022
Q1 | $583K | Buy |
7,575
+4,500
| +146% | +$346K | 0.45% | 44 |
|
|
2021
Q4 | $268K | Buy |
+3,075
| New | +$268K | 0.24% | 53 |
|