Shelton Capital Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $344K | Sell |
|
|||||
|
2025
Q2 | $382K | Buy |
|
|||||
|
2025
Q1 | $257K | Sell |
|
|||||
|
2024
Q4 | $237K | Hold |
|
|||||
|
2024
Q3 | $266K | Sell |
|
|||||
|
2024
Q2 | $257K | Sell |
|
|||||
|
2024
Q1 | $267K | Sell |
|
|||||
|
2023
Q4 | $249K | Sell |
|
|||||
|
2023
Q3 | $230K | Hold |
|
|||||
|
2023
Q2 | $255K | Hold |
|
|||||
|
2023
Q1 | $242K | Buy |
|
|||||
|
2022
Q4 | $208K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $203K | Sell |
|
|||||
|
2022
Q1 | $279K | Hold |
|
|||||
|
2021
Q4 | $316K | Sell |
|
|||||
|
2021
Q3 | $792K | Sell |
|
|||||
|
2021
Q2 | $792K | Hold |
|
|||||
|
2021
Q1 | $663K | Buy |
|
|||||
|
2020
Q4 | $622K | Hold |
|
|||||
|
2020
Q3 | $575K | Sell |
|
|||||
|
2020
Q2 | $532K | Buy |
|