QSV Equity Investors’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 | $364K | Hold |
3,679
| – | – | 0.38% | 67 |
|
2025
Q1 | $380K | Sell |
3,679
-23
| -0.6% | -$2.37K | 0.39% | 63 |
|
2024
Q4 | $343K | Buy |
3,702
+7
| +0.2% | +$648 | 0.33% | 65 |
|
2024
Q3 | $384K | Hold |
3,695
| – | – | 0.36% | 63 |
|
2024
Q2 | $356K | Sell |
3,695
-72
| -2% | -$6.93K | 0.37% | 60 |
|
2024
Q1 | $374K | Buy |
+3,767
| New | +$374K | 0.36% | 68 |
|