Red Tortoise LLC’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 | $19.6K | Hold |
198
| – | – | 0.01% | 179 |
|
|
2025
Q1 | $20.4K | Hold |
198
| – | – | 0.01% | 152 |
|
|
2024
Q4 | $18.3K | Hold |
198
| – | – | 0.01% | 172 |
|
|
2024
Q3 | $20.6K | Hold |
198
| – | – | 0.01% | 161 |
|
|
2024
Q2 | $19.1K | Hold |
198
| – | – | 0.01% | 161 |
|
|
2024
Q1 | $19.7K | Hold |
198
| – | – | 0.01% | 150 |
|
|
2023
Q4 | $17.7K | Sell |
198
-27
| -12% | -$2.42K | 0.01% | 137 |
|
|
2023
Q3 | $18.1K | Hold |
225
| – | – | 0.01% | 133 |
|
|
2023
Q2 | $20K | Sell |
225
-41
| -15% | -$3.65K | 0.01% | 130 |
|
|
2023
Q1 | $22.5K | Sell |
266
-257
| -49% | -$21.7K | 0.02% | 133 |
|
|
2022
Q4 | $41K | Buy |
+523
| New | +$41K | 0.03% | 129 |
|
|
2021
Q4 | – | Sell |
-555
| Closed | -$35K | – | 412 |
|
|
2021
Q3 | $35K | Buy |
+555
| New | +$35K | 0.03% | 124 |
|