TwinBeech 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 | $10.2M | Buy |
+102,683
| New | +$10.2M | 0.23% | 120 |
|
|
2025
Q1 | – | Sell |
-424,235
| Closed | -$39.3M | – | 897 |
|
|
2024
Q4 | $39.3M | Buy |
+424,235
| New | +$39.3M | 0.67% | 48 |
|
|
2023
Q4 | – | Sell |
-410,985
| Closed | -$33M | – | 844 |
|
|
2023
Q3 | $33M | Buy |
410,985
+3,403
| +0.8% | +$273K | 0.63% | 34 |
|
|
2023
Q2 | $36.3M | Buy |
+407,582
| New | +$36.3M | 0.72% | 31 |
|
|
2022
Q4 | – | Sell |
-131,729
| Closed | -$8.4M | – | 872 |
|
|
2022
Q3 | $8.4M | Buy |
131,729
+126,133
| +2,254% | +$8.05M | 0.22% | 126 |
|
|
2022
Q2 | $395K | Buy |
+5,596
| New | +$395K | 0.02% | 436 |
|
|
2021
Q4 | – | Sell |
-28,683
| Closed | -$2.36M | – | 747 |
|
|
2021
Q3 | $2.36M | Buy |
+28,683
| New | +$2.36M | 0.17% | 187 |
|
|
2021
Q1 | – | Sell |
-27,848
| Closed | -$1.88M | – | 615 |
|
|
2020
Q4 | $1.88M | Sell |
27,848
-18,203
| -40% | -$1.23M | 0.31% | 104 |
|
|
2020
Q3 | $2.88M | Buy |
+46,051
| New | +$2.88M | 0.62% | 37 |
|