Shelton Capital Management’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 | $382K | Buy |
3,863
+1,374
| +55% | +$136K | 0.01% | 415 |
|
|
2025
Q1 | $257K | Sell |
2,489
-70
| -3% | -$7.22K | 0.01% | 543 |
|
|
2024
Q4 | $237K | Hold |
2,559
| – | – | 0.01% | 611 |
|
|
2024
Q3 | $266K | Sell |
2,559
-116
| -4% | -$12.1K | 0.01% | 559 |
|
|
2024
Q2 | $257K | Sell |
2,675
-10
| -0.4% | -$963 | 0.01% | 547 |
|
|
2024
Q1 | $267K | Sell |
2,685
-100
| -4% | -$9.93K | 0.01% | 579 |
|
|
2023
Q4 | $249K | Sell |
2,785
-84
| -3% | -$7.52K | 0.01% | 569 |
|
|
2023
Q3 | $230K | Hold |
2,869
| – | – | 0.01% | 581 |
|
|
2023
Q2 | $255K | Hold |
2,869
| – | – | 0.01% | 572 |
|
|
2023
Q1 | $242K | Buy |
2,869
+210
| +8% | +$17.7K | 0.01% | 580 |
|
|
2022
Q4 | $208K | Buy |
+2,659
| New | +$208K | 0.02% | 626 |
|
|
2022
Q3 | – | Sell |
-2,878
| Closed | -$203K | – | 712 |
|
|
2022
Q2 | $203K | Sell |
2,878
-752
| -21% | -$53K | 0.01% | 667 |
|
|
2022
Q1 | $279K | Hold |
3,630
| – | – | 0.01% | 583 |
|
|
2021
Q4 | $316K | Sell |
3,630
-6,000
| -62% | -$522K | 0.01% | 530 |
|
|
2021
Q3 | $792K | Sell |
9,630
-60
| -0.6% | -$4.94K | 0.03% | 289 |
|
|
2021
Q2 | $792K | Hold |
9,690
| – | – | 0.03% | 296 |
|
|
2021
Q1 | $663K | Buy |
9,690
+483
| +5% | +$33K | 0.02% | 324 |
|
|
2020
Q4 | $622K | Hold |
9,207
| – | – | 0.03% | 308 |
|
|
2020
Q3 | $575K | Sell |
9,207
-150
| -2% | -$9.37K | 0.02% | 410 |
|
|
2020
Q2 | $532K | Buy |
+9,357
| New | +$532K | 0.03% | 315 |
|