Ridgewood Investments’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 | $1.01M | Buy |
10,191
+4,525
| +80% | +$448K | 0.44% | 61 |
|
|
2025
Q1 | $585K | Buy |
5,666
+542
| +11% | +$55.9K | 0.27% | 103 |
|
|
2024
Q4 | $475K | Buy |
5,124
+1,558
| +44% | +$144K | 0.23% | 112 |
|
|
2024
Q3 | $371K | Buy |
3,566
+3,313
| +1,309% | +$344K | 0.19% | 124 |
|
|
2024
Q2 | $24.4K | Buy |
+253
| New | +$24.4K | 0.01% | 420 |
|
|
2023
Q3 | – | Sell |
-14
| Closed | -$1.25K | – | 566 |
|
|
2023
Q2 | $1.25K | Hold |
14
| – | – | ﹤0.01% | 722 |
|
|
2023
Q1 | $1.18K | Buy |
+14
| New | +$1.18K | ﹤0.01% | 720 |
|