Summit Trail Advisors’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 | $1.07M | Sell |
10,847
-3,642
| -25% | -$361K | 0.02% | 449 |
|
|
2025
Q1 | $1.5M | Buy |
14,489
+6,419
| +80% | +$662K | 0.05% | 117 |
|
|
2024
Q4 | $747K | Buy |
8,070
+971
| +14% | +$89.9K | 0.03% | 165 |
|
|
2024
Q3 | $738K | Sell |
7,099
-1,088
| -13% | -$113K | 0.02% | 320 |
|
|
2024
Q2 | $788K | Sell |
8,187
-381
| -4% | -$36.7K | 0.02% | 276 |
|
|
2024
Q1 | $851K | Buy |
+8,568
| New | +$851K | 0.02% | 241 |
|