Versant Capital 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 | $399K | Sell |
4,025
-13
| -0.3% | -$1.29K | 0.06% | 231 |
|
|
2025
Q1 | $417K | Buy |
4,038
+3,406
| +539% | +$352K | 0.07% | 196 |
|
|
2024
Q4 | $58.5K | Buy |
632
+478
| +310% | +$44.3K | 0.01% | 519 |
|
|
2024
Q3 | $16K | Sell |
154
-215
| -58% | -$22.3K | ﹤0.01% | 876 |
|
|
2024
Q2 | $35.5K | Buy |
369
+205
| +125% | +$19.7K | 0.01% | 507 |
|
|
2024
Q1 | $16.3K | Hold |
164
| – | – | ﹤0.01% | 579 |
|
|
2023
Q4 | $14.7K | Sell |
164
-3
| -2% | -$268 | ﹤0.01% | 602 |
|
|
2023
Q3 | $13.4K | Hold |
167
| – | – | ﹤0.01% | 618 |
|
|
2023
Q2 | $14.9K | Buy |
167
+4
| +2% | +$356 | ﹤0.01% | 619 |
|
|
2023
Q1 | $13.7K | Sell |
163
-29
| -15% | -$2.44K | ﹤0.01% | 623 |
|
|
2022
Q4 | $15K | Sell |
192
-6
| -3% | -$470 | 0.01% | 548 |
|
|
2022
Q3 | $13K | Sell |
198
-112
| -36% | -$7.35K | 0.01% | 577 |
|
|
2022
Q2 | $22K | Hold |
310
| – | – | 0.01% | 408 |
|
|
2022
Q1 | $24K | Sell |
310
-4
| -1% | -$310 | 0.01% | 423 |
|
|
2021
Q4 | $27K | Sell |
314
-16
| -5% | -$1.38K | 0.01% | 401 |
|
|
2021
Q3 | $27K | Sell |
330
-19
| -5% | -$1.56K | 0.01% | 382 |
|
|
2021
Q2 | $29K | Buy |
349
+87
| +33% | +$7.23K | 0.01% | 371 |
|
|
2021
Q1 | $18K | Buy |
262
+37
| +16% | +$2.54K | 0.01% | 594 |
|
|
2020
Q4 | $15K | Hold |
225
| – | – | 0.01% | 600 |
|
|
2020
Q3 | $14K | Sell |
225
-8
| -3% | -$498 | 0.01% | 547 |
|
|
2020
Q2 | $13K | Buy |
+233
| New | +$13K | 0.01% | 555 |
|