Truvestments Capital’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 | $36.7K | Hold |
371
| – | – | 0.01% | 447 |
|
|
2025
Q1 | $38.3K | Sell |
371
-30
| -7% | -$3.1K | 0.01% | 447 |
|
|
2024
Q4 | $37.1K | Buy |
401
+51
| +15% | +$4.72K | 0.01% | 417 |
|
|
2024
Q3 | $36.4K | Buy |
+350
| New | +$36.4K | 0.01% | 406 |
|
|
2024
Q2 | – | Sell |
-350
| Closed | -$34.7K | – | 538 |
|
|
2024
Q1 | $34.7K | Hold |
350
| – | – | 0.01% | 388 |
|
|
2023
Q4 | $31.3K | Hold |
350
| – | – | 0.01% | 382 |
|
|
2023
Q3 | $28.1K | Hold |
350
| – | – | 0.01% | 344 |
|
|
2023
Q2 | $31.2K | Hold |
350
| – | – | 0.02% | 334 |
|
|
2023
Q1 | $29.5K | Hold |
350
| – | – | 0.02% | 340 |
|
|
2022
Q4 | $27.4K | Sell |
350
-16
| -4% | -$1.25K | 0.02% | 351 |
|
|
2022
Q3 | $23K | Hold |
366
| – | – | 0.01% | 327 |
|
|
2022
Q2 | $26K | Buy |
+366
| New | +$26K | 0.02% | 318 |
|
|
2022
Q1 | – | Sell |
-409
| Closed | -$36K | – | 427 |
|
|
2021
Q4 | $36K | Buy |
409
+366
| +851% | +$32.2K | 0.02% | 300 |
|
|
2021
Q3 | $4K | Hold |
43
| – | – | ﹤0.01% | 478 |
|
|
2021
Q2 | $4K | Hold |
43
| – | – | ﹤0.01% | 488 |
|
|
2021
Q1 | $3K | Hold |
43
| – | – | ﹤0.01% | 573 |
|
|
2020
Q4 | $2K | Buy |
+43
| New | +$2K | ﹤0.01% | 559 |
|