Venturi Wealth Management’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 | – | Sell |
-2,404
| Closed | -$248K | – | 594 |
|
|
2025
Q1 | $248K | Buy |
2,404
+1,477
| +159% | +$152K | 0.01% | 489 |
|
|
2024
Q4 | $85.9K | Buy |
927
+640
| +223% | +$59.3K | ﹤0.01% | 844 |
|
|
2024
Q3 | $29.8K | Sell |
287
-423
| -60% | -$44K | ﹤0.01% | 910 |
|
|
2024
Q2 | $68.3K | Buy |
710
+488
| +220% | +$47K | ﹤0.01% | 578 |
|
|
2024
Q1 | $22K | Buy |
222
+68
| +44% | +$6.75K | ﹤0.01% | 714 |
|
|
2023
Q4 | $13.8K | Buy |
154
+81
| +111% | +$7.25K | ﹤0.01% | 798 |
|
|
2023
Q3 | $5.86K | Buy |
+73
| New | +$5.86K | ﹤0.01% | 937 |
|
|
2023
Q2 | – | Sell |
-20
| Closed | -$1.69K | – | 1210 |
|
|
2023
Q1 | $1.69K | Buy |
+20
| New | +$1.69K | ﹤0.01% | 1041 |
|