Silver Oak Securities’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 | $509K | Buy |
5,144
+23
| +0.4% | +$2.28K | 0.04% | 403 |
|
|
2025
Q1 | $523K | Buy |
5,121
+20
| +0.4% | +$2.04K | 0.05% | 363 |
|
|
2024
Q4 | $472K | Sell |
5,101
-780
| -13% | -$72.2K | 0.04% | 393 |
|
|
2024
Q3 | $597K | Buy |
5,881
+710
| +14% | +$72.1K | 0.06% | 299 |
|
|
2024
Q2 | $498K | Hold |
5,171
| – | – | 0.07% | 222 |
|
|
2024
Q1 | $513K | Buy |
5,171
+157
| +3% | +$15.6K | 0.08% | 226 |
|
|
2023
Q4 | $449K | Sell |
5,014
-148
| -3% | -$13.2K | 0.06% | 296 |
|
|
2023
Q3 | $415K | Buy |
5,162
+163
| +3% | +$13.1K | 0.09% | 181 |
|
|
2023
Q2 | $445K | Buy |
+4,999
| New | +$445K | 0.07% | 247 |
|
|
2022
Q4 | – | Sell |
-5,162
| Closed | -$415K | – | 421 |
|
|
2022
Q3 | $415K | Buy |
+5,162
| New | +$415K | 0.09% | 181 |
|