Verdence Capital 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 | $423K | Sell |
4,274
-250
| -6% | -$24.8K | 0.03% | 469 |
|
|
2025
Q1 | $467K | Sell |
4,524
-5
| -0.1% | -$516 | 0.04% | 415 |
|
|
2024
Q4 | $419K | Sell |
4,529
-224
| -5% | -$20.7K | 0.03% | 389 |
|
|
2024
Q3 | $494K | Buy |
4,753
+40
| +0.8% | +$4.16K | 0.04% | 377 |
|
|
2024
Q2 | $454K | Sell |
4,713
-246
| -5% | -$23.7K | 0.04% | 366 |
|
|
2024
Q1 | $492K | Buy |
4,959
+40
| +0.8% | +$3.97K | 0.04% | 349 |
|
|
2023
Q4 | $440K | Sell |
4,919
-105
| -2% | -$9.39K | 0.04% | 362 |
|
|
2023
Q3 | $403K | Buy |
5,024
+240
| +5% | +$19.3K | 0.04% | 362 |
|
|
2023
Q2 | $426K | Buy |
4,784
+254
| +6% | +$22.6K | 0.05% | 342 |
|
|
2023
Q1 | $382K | Buy |
4,530
+35
| +0.8% | +$2.95K | 0.05% | 355 |
|
|
2022
Q4 | $352K | Buy |
4,495
+4
| +0.1% | +$313 | 0.04% | 343 |
|
|
2022
Q3 | $287K | Sell |
4,491
-5,587
| -55% | -$357K | 0.04% | 389 |
|
|
2022
Q2 | $712K | Buy |
10,078
+1,463
| +17% | +$103K | 0.09% | 223 |
|
|
2022
Q1 | $663K | Buy |
8,615
+742
| +9% | +$57.1K | 0.08% | 255 |
|
|
2021
Q4 | $685K | Buy |
7,873
+1,536
| +24% | +$134K | 0.08% | 236 |
|
|
2021
Q3 | $521K | Sell |
6,337
-187
| -3% | -$15.4K | 0.07% | 266 |
|
|
2021
Q2 | $533K | Buy |
+6,524
| New | +$533K | 0.07% | 244 |
|