Procyon Advisors’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 | $838K | Sell |
8,467
-61
| -0.7% | -$6.04K | 0.08% | 203 |
|
|
2025
Q1 | $880K | Buy |
8,528
+6,360
| +293% | +$656K | 0.05% | 274 |
|
|
2024
Q4 | $201K | Sell |
2,168
-10
| -0.5% | -$926 | 0.01% | 524 |
|
|
2024
Q3 | $226K | Hold |
2,178
| – | – | 0.02% | 498 |
|
|
2024
Q2 | $210K | Sell |
2,178
-11
| -0.5% | -$1.06K | 0.02% | 493 |
|
|
2024
Q1 | $217K | Buy |
+2,189
| New | +$217K | 0.02% | 477 |
|
|
2020
Q3 | – | Sell |
-724
| Closed | -$41K | – | 773 |
|
|
2020
Q2 | $41K | Buy |
+724
| New | +$41K | 0.02% | 411 |
|