Riverwater Partners’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 | $282K | Sell |
2,843
-42
| -1% | -$4.16K | 0.13% | 173 |
|
|
2025
Q1 | $298K | Buy |
2,885
+91
| +3% | +$9.39K | 0.15% | 156 |
|
|
2024
Q4 | $259K | Sell |
2,794
-98
| -3% | -$9.08K | 0.13% | 192 |
|
|
2024
Q3 | $303K | Sell |
2,892
-55
| -2% | -$5.77K | 0.15% | 166 |
|
|
2024
Q2 | $284K | Sell |
2,947
-49
| -2% | -$4.72K | 0.21% | 148 |
|
|
2024
Q1 | $297K | Sell |
2,996
-33
| -1% | -$3.28K | 0.22% | 147 |
|
|
2023
Q4 | $271K | Sell |
3,029
-238
| -7% | -$21.3K | 0.21% | 154 |
|
|
2023
Q3 | $262K | Sell |
3,267
-60
| -2% | -$4.82K | 0.24% | 153 |
|
|
2023
Q2 | $296K | Buy |
3,327
+17
| +0.5% | +$1.51K | 0.26% | 131 |
|
|
2023
Q1 | $279K | Sell |
3,310
-198
| -6% | -$16.7K | 0.26% | 128 |
|
|
2022
Q4 | $275K | Sell |
3,508
-55
| -2% | -$4.31K | 0.23% | 139 |
|
|
2022
Q3 | $227K | Hold |
3,563
| – | – | 0.23% | 155 |
|
|
2022
Q2 | $252K | Sell |
3,563
-49
| -1% | -$3.47K | 0.25% | 141 |
|
|
2022
Q1 | $278K | Buy |
3,612
+85
| +2% | +$6.54K | 0.46% | 88 |
|
|
2021
Q4 | $307K | Buy |
+3,527
| New | +$307K | 0.27% | 146 |
|