Roundview 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 | $2.97M | Buy |
29,996
+638
| +2% | +$63.2K | 0.2% | 116 |
|
|
2025
Q1 | $3.03M | Sell |
29,358
-3,717
| -11% | -$384K | 0.22% | 106 |
|
|
2024
Q4 | $3.06M | Sell |
33,075
-101
| -0.3% | -$9.35K | 0.21% | 108 |
|
|
2024
Q3 | $3.45M | Buy |
33,176
+450
| +1% | +$46.8K | 0.25% | 90 |
|
|
2024
Q2 | $3.15M | Buy |
32,726
+3,997
| +14% | +$385K | 0.25% | 93 |
|
|
2024
Q1 | $2.85M | Buy |
+28,729
| New | +$2.85M | 0.23% | 101 |
|