VFA
OTIS icon

Values First Advisors’s Otis Worldwide OTIS Stock Holding History

Values First Advisors’s Portfolio OTIS Stock Details OTIS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,381
Closed -$313K – 216
2024
Q4 		$313K Buy
3,381
+1,727
+104% +$160K 0.17% 137
2024
Q3 		$172K Buy
+1,654
New +$172K 0.09% 157