Ulland Investment Advisors’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 | $106K | Hold |
1,071
| – | – | 0.08% | 87 |
|
|
2025
Q1 | $111K | Hold |
1,071
| – | – | 0.09% | 79 |
|
|
2024
Q4 | $99K | Hold |
1,071
| – | – | 0.06% | 84 |
|
|
2024
Q3 | $111K | Hold |
1,071
| – | – | 0.08% | 74 |
|
|
2024
Q2 | $103K | Hold |
1,071
| – | – | 0.07% | 85 |
|
|
2024
Q1 | $106K | Hold |
1,071
| – | – | 0.08% | 88 |
|
|
2023
Q4 | $96K | Hold |
1,071
| – | – | 0.1% | 80 |
|
|
2023
Q3 | $86K | Hold |
1,071
| – | – | 0.09% | 79 |
|
|
2023
Q2 | $95K | Hold |
1,071
| – | – | 0.1% | 80 |
|
|
2023
Q1 | $90K | Hold |
1,071
| – | – | 0.11% | 73 |
|
|
2022
Q4 | $84K | Buy |
1,071
+22
| +2% | +$1.73K | 0.1% | 74 |
|
|
2022
Q3 | $67K | Hold |
1,049
| – | – | 0.07% | 79 |
|
|
2022
Q2 | $74K | Hold |
1,049
| – | – | 0.08% | 80 |
|
|
2022
Q1 | $81K | Buy |
1,049
+30
| +3% | +$2.32K | 0.06% | 87 |
|
|
2021
Q4 | $89K | Buy |
+1,019
| New | +$89K | 0.06% | 85 |
|