Threadgill Financial’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
$3.25M Sell
33,472
-93
-0.3% -$9.03K 1.74% 21
2025
Q1
$3.46M Sell
33,565
-233
-0.7% -$24K 1.86% 15
2024
Q4
$3.13M Buy
33,798
+1,752
+5% +$162K 1.66% 12
2024
Q3
$3.33M Buy
+32,046
New +$3.33M 1.98% 12