Sentry 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 | $232K | Hold |
2,341
| – | – | 0.05% | 118 |
|
2025
Q1 | $242K | Hold |
2,341
| – | – | 0.05% | 111 |
|
2024
Q4 | $217K | Hold |
2,341
| – | – | 0.04% | 115 |
|
2024
Q3 | $243K | Hold |
2,341
| – | – | 0.05% | 117 |
|
2024
Q2 | $225K | Hold |
2,341
| – | – | 0.04% | 114 |
|
2024
Q1 | $232K | Hold |
2,341
| – | – | 0.04% | 112 |
|
2023
Q4 | $209K | Buy |
+2,341
| New | +$209K | 0.04% | 115 |
|
2023
Q3 | – | Sell |
-2,335
| Closed | -$208K | – | 121 |
|
2023
Q2 | $208K | Buy |
+2,335
| New | +$208K | 0.05% | 117 |
|