Valeo Financial 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 | $454K | Buy |
4,583
+33
| +0.7% | +$3.27K | 0.01% | 475 |
|
|
2025
Q1 | $470K | Buy |
4,550
+67
| +1% | +$6.91K | 0.01% | 422 |
|
|
2024
Q4 | $415K | Sell |
4,483
-233
| -5% | -$21.6K | 0.01% | 445 |
|
|
2024
Q3 | $490K | Sell |
4,716
-16
| -0.3% | -$1.66K | 0.01% | 411 |
|
|
2024
Q2 | $455K | Sell |
4,732
-95
| -2% | -$9.14K | 0.01% | 419 |
|
|
2024
Q1 | $451K | Sell |
4,827
-53
| -1% | -$4.95K | 0.02% | 406 |
|
|
2023
Q4 | $437K | Buy |
4,880
+496
| +11% | +$44.4K | 0.02% | 399 |
|
|
2023
Q3 | $352K | Sell |
4,384
-353
| -7% | -$28.4K | 0.02% | 417 |
|
|
2023
Q2 | $422K | Buy |
4,737
+315
| +7% | +$28K | 0.02% | 349 |
|
|
2023
Q1 | $373K | Hold |
4,422
| – | – | 0.02% | 386 |
|
|
2022
Q4 | $346K | Buy |
4,422
+911
| +26% | +$71.3K | 0.02% | 349 |
|
|
2022
Q3 | $224K | Sell |
3,511
-12
| -0.3% | -$766 | 0.01% | 412 |
|
|
2022
Q2 | $249K | Sell |
3,523
-111
| -3% | -$7.85K | 0.02% | 390 |
|
|
2022
Q1 | $280K | Sell |
3,634
-41
| -1% | -$3.16K | 0.01% | 441 |
|
|
2021
Q4 | $320K | Sell |
3,675
-728
| -17% | -$63.4K | 0.02% | 380 |
|
|
2021
Q3 | $362K | Sell |
4,403
-77
| -2% | -$6.33K | 0.02% | 348 |
|
|
2021
Q2 | $366K | Sell |
4,480
-214
| -5% | -$17.5K | 0.02% | 302 |
|
|
2021
Q1 | $321K | Sell |
4,694
-930
| -17% | -$63.6K | 0.01% | 337 |
|
|
2020
Q4 | $380K | Sell |
5,624
-356
| -6% | -$24.1K | 0.02% | 282 |
|
|
2020
Q3 | $373K | Sell |
5,980
-1,870
| -24% | -$117K | 0.03% | 219 |
|
|
2020
Q2 | $446K | Sell |
7,850
-8,061
| -51% | -$458K | 0.04% | 196 |
|
|
2020
Q1 | $780K | Buy |
+15,911
| New | +$780K | 0.08% | 140 |
|