Waterford 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 | $662K | Buy |
14,947
+8,257
| +123% | +$366K | 0.24% | 31 |
|
|
2025
Q1 | $690K | Hold |
6,690
| – | – | 0.29% | 28 |
|
|
2024
Q4 | $620K | Hold |
6,690
| – | – | 0.32% | 24 |
|
|
2024
Q3 | $695K | Hold |
6,690
| – | – | 0.35% | 24 |
|
|
2024
Q2 | $644K | Hold |
6,690
| – | – | 0.27% | 30 |
|
|
2024
Q1 | $664K | Hold |
6,690
| – | – | 0.28% | 30 |
|
|
2023
Q4 | $599K | Hold |
6,690
| – | – | 0.28% | 28 |
|
|
2023
Q3 | $537K | Hold |
6,690
| – | – | 0.3% | 27 |
|
|
2023
Q2 | $595K | Hold |
6,690
| – | – | 0.29% | 31 |
|
|
2023
Q1 | $565K | Hold |
6,690
| – | – | 0.31% | 29 |
|
|
2022
Q4 | $524K | Buy |
+6,690
| New | +$524K | 0.31% | 29 |
|