Silicon Valley Capital 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 | $225K | Hold |
2,272
| – | – | 0.02% | 81 |
|
|
2025
Q1 | $232K | Buy |
+2,272
| New | +$232K | 0.03% | 73 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 324 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 321 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 317 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 370 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 376 |
|
|
2023
Q3 | – | Sell |
-2,272
| Closed | -$202K | – | 330 |
|
|
2023
Q2 | $202K | Hold |
2,272
| – | – | 0.04% | 68 |
|
|
2023
Q1 | $192K | Hold |
2,272
| – | – | 0.04% | 70 |
|
|
2022
Q4 | $178K | Buy |
+2,272
| New | +$178K | 0.04% | 73 |
|