Steph & Co’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 | $125K | Hold |
1,261
| – | – | 0.04% | 122 |
|
|
2025
Q1 | $130K | Hold |
1,261
| – | – | 0.05% | 134 |
|
|
2024
Q4 | $117K | Hold |
1,261
| – | – | 0.04% | 144 |
|
|
2024
Q3 | $131K | Hold |
1,261
| – | – | 0.04% | 144 |
|
|
2024
Q2 | $121K | Hold |
1,261
| – | – | 0.04% | 148 |
|
|
2024
Q1 | $125K | Hold |
1,261
| – | – | 0.04% | 147 |
|
|
2023
Q4 | $113K | Hold |
1,261
| – | – | 0.06% | 135 |
|
|
2023
Q3 | $101K | Hold |
1,261
| – | – | 0.06% | 148 |
|
|
2023
Q2 | $112K | Hold |
1,261
| – | – | 0.06% | 139 |
|
|
2023
Q1 | $106K | Hold |
1,261
| – | – | 0.07% | 136 |
|
|
2022
Q4 | $99K | Hold |
1,261
| – | – | 0.06% | 141 |
|
|
2022
Q3 | $80K | Hold |
1,261
| – | – | 0.06% | 137 |
|
|
2022
Q2 | $89K | Hold |
1,261
| – | – | 0.05% | 137 |
|
|
2022
Q1 | $97K | Hold |
1,261
| – | – | 0.06% | 148 |
|
|
2021
Q4 | $110K | Hold |
1,261
| – | – | 0.06% | 146 |
|
|
2021
Q3 | $104K | Hold |
1,261
| – | – | 0.07% | 138 |
|
|
2021
Q2 | $103K | Hold |
1,261
| – | – | 0.07% | 136 |
|
|
2021
Q1 | $86K | Hold |
1,261
| – | – | 0.06% | 143 |
|
|
2020
Q4 | $85K | Hold |
1,261
| – | – | 0.06% | 139 |
|
|
2020
Q3 | $79K | Hold |
1,261
| – | – | 0.07% | 135 |
|
|
2020
Q2 | $72K | Buy |
+1,261
| New | +$72K | 0.07% | 144 |
|