TD Capital Management’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 | $23.3K | Buy |
235
+215
| +1,075% | +$21.3K | ﹤0.01% | 297 |
|
|
2025
Q1 | $2.06K | Hold |
20
| – | – | ﹤0.01% | 474 |
|
|
2024
Q4 | $1.85K | Hold |
20
| – | – | ﹤0.01% | 465 |
|
|
2024
Q3 | $2.08K | Hold |
20
| – | – | ﹤0.01% | 392 |
|
|
2024
Q2 | $1.93K | Sell |
20
-4
| -17% | -$385 | ﹤0.01% | 362 |
|
|
2024
Q1 | $2.38K | Buy |
24
+4
| +20% | +$397 | ﹤0.01% | 370 |
|
|
2023
Q4 | $1.79K | Hold |
20
| – | – | ﹤0.01% | 366 |
|
|
2023
Q3 | $1.61K | Hold |
20
| – | – | ﹤0.01% | 369 |
|
|
2023
Q2 | $1.78K | Hold |
20
| – | – | ﹤0.01% | 370 |
|
|
2023
Q1 | $1.69K | Hold |
20
| – | – | ﹤0.01% | 371 |
|
|
2022
Q4 | $1.57K | Hold |
20
| – | – | ﹤0.01% | 348 |
|
|
2022
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 344 |
|
|
2022
Q1 | – | Sell |
-20
| Closed | -$2K | – | 269 |
|
|
2021
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 350 |
|
|
2021
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 336 |
|
|
2021
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 323 |
|
|
2021
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 307 |
|
|
2020
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 268 |
|
|
2020
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 252 |
|
|
2020
Q2 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 250 |
|