Venture Visionary Partners’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.84M | Buy |
23,875
+48
| +0.2% | +$4.2K | 0.06% | 237 |
|
|
2025
Q4 | $2.1M | Buy |
23,827
+1,871
| +9% | +$167K | 0.07% | 216 |
|
|
2025
Q3 | $2.01M | Sell |
21,956
-2
| -0% | -$182 | 0.07% | 211 |
|
|
2025
Q2 | $2.17M | Sell |
21,958
-296
| -1% | -$28.6K | 0.08% | 187 |
|
|
2025
Q1 | $2.3M | Buy |
22,254
+153
| +0.7% | +$14.9K | 0.1% | 178 |
|
|
2024
Q4 | $2.05M | Buy |
22,101
+113
| +0.5% | +$11.3K | 0.09% | 185 |
|
|
2024
Q3 | $2.29M | Sell |
21,988
-178
| -0.8% | -$17K | 0.1% | 176 |
|
|
2024
Q2 | $2.13M | Buy |
22,166
+7
| +0% | +$675 | 0.1% | 184 |
|
|
2024
Q1 | $2.2M | Buy |
22,159
+16,738
| +309% | +$1.55M | 0.1% | 182 |
|
|
2023
Q4 | $485K | Buy |
5,421
+13
| +0.2% | +$1.08K | 0.03% | 358 |
|
|
2023
Q3 | $435K | Sell |
5,408
-72
| -1% | -$6.16K | 0.03% | 354 |
|
|
2023
Q2 | $488K | Sell |
5,480
-2,739
| -33% | -$231K | 0.03% | 342 |
|
|
2023
Q1 | $694K | Sell |
8,219
-1,356
| -14% | -$112K | 0.04% | 287 |
|
|
2022
Q4 | $750K | Sell |
9,575
-318
| -3% | -$23.5K | 0.05% | 255 |
|
|
2022
Q3 | $631K | Buy |
9,893
+1
| +0% | +$73 | 0.05% | 261 |
|
|
2022
Q2 | $699K | Sell |
9,892
-52
| -0.5% | -$3.83K | 0.05% | 245 |
|
|
2022
Q1 | $765K | Sell |
9,944
-144
| -1% | -$11.5K | 0.05% | 250 |
|
|
2021
Q4 | $878K | Sell |
10,088
-10
| -0.1% | -$837 | 0.06% | 243 |
|
|
2021
Q3 | $830K | Buy |
10,098
+4,609
| +84% | +$405K | 0.06% | 240 |
|
|
2021
Q2 | $448K | Sell |
5,489
-133
| -2% | -$10.2K | 0.04% | 326 |
|
|
2021
Q1 | $384K | Buy |
5,622
+516
| +10% | +$33.7K | 0.03% | 337 |
|
|
2020
Q4 | $344K | Buy |
+5,106
| New | +$331K | 0.04% | 295 |
|
Other funds holding OTIS
VCM
VPM
