Toth Financial Advisory’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 | $44.6K | Buy |
+450
| New | +$44.6K | 0.01% | 324 |
|
|
2024
Q3 | – | Sell |
-45
| Closed | -$4.33K | – | 755 |
|
|
2024
Q2 | $4.33K | Hold |
45
| – | – | ﹤0.01% | 538 |
|
|
2024
Q1 | $4.47K | Hold |
45
| – | – | ﹤0.01% | 528 |
|
|
2023
Q4 | $4.03K | Hold |
45
| – | – | ﹤0.01% | 550 |
|
|
2023
Q3 | $3.61K | Hold |
45
| – | – | ﹤0.01% | 570 |
|
|
2023
Q2 | $4.01K | Sell |
45
-71
| -61% | -$6.32K | ﹤0.01% | 571 |
|
|
2023
Q1 | $9.79K | Buy |
116
+71
| +158% | +$5.99K | ﹤0.01% | 457 |
|
|
2022
Q4 | $3.52K | Hold |
45
| – | – | ﹤0.01% | 530 |
|
|
2022
Q3 | $3K | Hold |
45
| – | – | ﹤0.01% | 600 |
|
|
2022
Q2 | $3K | Hold |
45
| – | – | ﹤0.01% | 560 |
|
|
2022
Q1 | $3K | Hold |
45
| – | – | ﹤0.01% | 590 |
|
|
2021
Q4 | $4K | Hold |
45
| – | – | ﹤0.01% | 588 |
|
|
2021
Q3 | $4K | Hold |
45
| – | – | ﹤0.01% | 583 |
|
|
2021
Q2 | $4K | Sell |
45
-31
| -41% | -$2.76K | ﹤0.01% | 519 |
|
|
2021
Q1 | $5K | Hold |
76
| – | – | ﹤0.01% | 506 |
|
|
2020
Q4 | $5K | Hold |
76
| – | – | ﹤0.01% | 460 |
|
|
2020
Q3 | $5K | Hold |
76
| – | – | ﹤0.01% | 424 |
|
|
2020
Q2 | $4K | Buy |
+76
| New | +$4K | ﹤0.01% | 419 |
|