Valley Brook Capital Group’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 | $502K | Hold |
5,065
| – | – | 0.38% | 64 |
|
|
2025
Q1 | $523K | Sell |
5,065
-50
| -1% | -$5.16K | 0.41% | 59 |
|
|
2024
Q4 | $474K | Hold |
5,115
| – | – | 0.35% | 65 |
|
|
2024
Q3 | $532K | Sell |
5,115
-100
| -2% | -$10.4K | 0.38% | 64 |
|
|
2024
Q2 | $502K | Hold |
5,215
| – | – | 0.39% | 64 |
|
|
2024
Q1 | $518K | Sell |
5,215
-100
| -2% | -$9.93K | 0.41% | 58 |
|
|
2023
Q4 | $476K | Sell |
5,315
-412
| -7% | -$36.9K | 0.41% | 60 |
|
|
2023
Q3 | $460K | Sell |
5,727
-1,250
| -18% | -$100K | 0.45% | 59 |
|
|
2023
Q2 | $621K | Hold |
6,977
| – | – | 0.57% | 54 |
|
|
2023
Q1 | $589K | Hold |
6,977
| – | – | 0.54% | 55 |
|
|
2022
Q4 | $546K | Hold |
6,977
| – | – | 0.52% | 56 |
|
|
2022
Q3 | $445K | Hold |
6,977
| – | – | 0.49% | 56 |
|
|
2022
Q2 | $493K | Sell |
6,977
-129
| -2% | -$9.12K | 0.51% | 54 |
|
|
2022
Q1 | $546K | Sell |
7,106
-499
| -7% | -$38.3K | 0.47% | 60 |
|
|
2021
Q4 | $662K | Hold |
7,605
| – | – | 0.57% | 50 |
|
|
2021
Q3 | $625K | Hold |
7,605
| – | – | 0.62% | 51 |
|
|
2021
Q2 | $621K | Buy |
7,605
+1
| +0% | +$82 | 0.59% | 50 |
|
|
2021
Q1 | $520K | Buy |
7,604
+374
| +5% | +$25.6K | 0.47% | 51 |
|
|
2020
Q4 | $488K | Buy |
+7,230
| New | +$488K | 0.48% | 50 |
|