Smartleaf Asset Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Sell |
1,434
-681
| -32% | -$66.5K | 0.01% | 714 |
|
|
2025
Q1 | $216K | Buy |
2,115
+98
| +5% | +$10K | 0.02% | 542 |
|
|
2024
Q4 | $187K | Buy |
2,017
+511
| +34% | +$47.3K | 0.02% | 569 |
|
|
2024
Q3 | $157K | Buy |
1,506
+822
| +120% | +$85.8K | 0.02% | 571 |
|
|
2024
Q2 | $65.7K | Buy |
684
+340
| +99% | +$32.6K | 0.01% | 678 |
|
|
2024
Q1 | $34.4K | Buy |
344
+237
| +221% | +$23.7K | 0.01% | 758 |
|
|
2023
Q4 | $9.77K | Buy |
+107
| New | +$9.77K | ﹤0.01% | 770 |
|