Wedmont Private Capital’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 | $688K | Sell |
6,930
-676
| -9% | -$67.1K | 0.03% | 351 |
|
|
2025
Q1 | $738K | Buy |
7,606
+1,206
| +19% | +$117K | 0.04% | 278 |
|
|
2024
Q4 | $581K | Buy |
6,400
+299
| +5% | +$27.1K | 0.03% | 331 |
|
|
2024
Q3 | $635K | Sell |
6,101
-390
| -6% | -$40.6K | 0.04% | 302 |
|
|
2024
Q2 | $650K | Buy |
6,491
+195
| +3% | +$19.5K | 0.04% | 280 |
|
|
2024
Q1 | $624K | Sell |
6,296
-32
| -0.5% | -$3.17K | 0.05% | 276 |
|
|
2023
Q4 | $554K | Buy |
6,328
+262
| +4% | +$22.9K | 0.05% | 281 |
|
|
2023
Q3 | $485K | Sell |
6,066
-506
| -8% | -$40.5K | 0.05% | 264 |
|
|
2023
Q2 | $583K | Buy |
6,572
+263
| +4% | +$23.3K | 0.06% | 218 |
|
|
2023
Q1 | $499K | Buy |
6,309
+836
| +15% | +$66.1K | 0.07% | 226 |
|
|
2022
Q4 | $448K | Sell |
5,473
-3,362
| -38% | -$275K | 0.07% | 225 |
|
|
2022
Q3 | $564K | Buy |
8,835
+4,688
| +113% | +$299K | 0.11% | 143 |
|
|
2022
Q2 | $293K | Buy |
+4,147
| New | +$293K | 0.06% | 239 |
|