TFC Financial 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 | $39.5K | Hold |
399
| – | – | 0.01% | 280 |
|
|
2025
Q1 | $41.2K | Buy |
399
+2
| +0.5% | +$206 | 0.01% | 274 |
|
|
2024
Q4 | $36.8K | Hold |
397
| – | – | 0.01% | 270 |
|
|
2024
Q3 | $41.3K | Hold |
397
| – | – | 0.01% | 270 |
|
|
2024
Q2 | $38.2K | Sell |
397
-2
| -0.5% | -$193 | 0.01% | 251 |
|
|
2024
Q1 | $39.6K | Buy |
399
+2
| +0.5% | +$199 | 0.01% | 248 |
|
|
2023
Q4 | $35.5K | Sell |
397
-9
| -2% | -$805 | 0.01% | 251 |
|
|
2023
Q3 | $32.6K | Hold |
406
| – | – | 0.01% | 247 |
|
|
2023
Q2 | $36.1K | Sell |
406
-114
| -22% | -$10.1K | 0.01% | 240 |
|
|
2023
Q1 | $43.9K | Buy |
520
+133
| +34% | +$11.2K | 0.01% | 245 |
|
|
2022
Q4 | $30.3K | Hold |
387
| – | – | 0.01% | 232 |
|
|
2022
Q3 | $25K | Hold |
387
| – | – | 0.01% | 240 |
|
|
2022
Q2 | $27K | Sell |
387
-344
| -47% | -$24K | 0.01% | 238 |
|
|
2022
Q1 | $56K | Buy |
731
+1
| +0.1% | +$77 | 0.02% | 202 |
|
|
2021
Q4 | $64K | Buy |
730
+1
| +0.1% | +$88 | 0.02% | 199 |
|
|
2021
Q3 | $60K | Buy |
729
+1
| +0.1% | +$82 | 0.02% | 199 |
|
|
2021
Q2 | $60K | Buy |
728
+1
| +0.1% | +$82 | 0.02% | 189 |
|
|
2021
Q1 | $50K | Buy |
727
+1
| +0.1% | +$69 | 0.02% | 193 |
|
|
2020
Q4 | $49K | Buy |
726
+1
| +0.1% | +$67 | 0.02% | 194 |
|
|
2020
Q3 | $45K | Buy |
+725
| New | +$45K | 0.02% | 184 |
|