Quent Capital’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 | – | Sell |
-1,172
| Closed | -$121K | – | 961 |
|
2025
Q1 | $121K | Sell |
1,172
-166
| -12% | -$17.1K | 0.01% | 348 |
|
2024
Q4 | $124K | Hold |
1,338
| – | – | 0.01% | 360 |
|
2024
Q3 | $139K | Sell |
1,338
-21
| -2% | -$2.19K | 0.01% | 410 |
|
2024
Q2 | $131K | Buy |
1,359
+1
| +0.1% | +$96 | 0.01% | 399 |
|
2024
Q1 | $135K | Buy |
1,358
+97
| +8% | +$9.64K | 0.02% | 414 |
|
2023
Q4 | $113K | Hold |
1,261
| – | – | 0.02% | 421 |
|
2023
Q3 | $101K | Hold |
1,261
| – | – | 0.02% | 404 |
|
2023
Q2 | $112K | Sell |
1,261
-31
| -2% | -$2.76K | 0.02% | 395 |
|
2023
Q1 | $109K | Buy |
1,292
+473
| +58% | +$39.9K | 0.02% | 397 |
|
2022
Q4 | $64.2K | Buy |
819
+99
| +14% | +$7.76K | 0.01% | 516 |
|
2022
Q3 | $46K | Buy |
720
+19
| +3% | +$1.21K | 0.01% | 568 |
|
2022
Q2 | $50K | Buy |
701
+26
| +4% | +$1.85K | 0.01% | 521 |
|
2022
Q1 | $52K | Sell |
675
-214
| -24% | -$16.5K | 0.01% | 585 |
|
2021
Q4 | $77K | Buy |
+889
| New | +$77K | 0.02% | 459 |
|