West Paces 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 | – | Sell |
-14
| Closed | -$1.45K | – | 448 |
|
|
2025
Q1 | $1.45K | Hold |
14
| – | – | ﹤0.01% | 464 |
|
|
2024
Q4 | $1.3K | Hold |
14
| – | – | ﹤0.01% | 470 |
|
|
2024
Q3 | $1.46K | Hold |
14
| – | – | ﹤0.01% | 458 |
|
|
2024
Q2 | $1.35K | Hold |
14
| – | – | ﹤0.01% | 471 |
|
|
2024
Q1 | $1.39K | Sell |
14
-17
| -55% | -$1.69K | ﹤0.01% | 484 |
|
|
2023
Q4 | $2.77K | Buy |
31
+17
| +121% | +$1.52K | ﹤0.01% | 444 |
|
|
2023
Q3 | $1.12K | Hold |
14
| – | – | ﹤0.01% | 458 |
|
|
2023
Q2 | $1.25K | Hold |
14
| – | – | ﹤0.01% | 481 |
|
|
2023
Q1 | $1.18K | Hold |
14
| – | – | ﹤0.01% | 496 |
|
|
2022
Q4 | $1.1K | Hold |
14
| – | – | ﹤0.01% | 470 |
|
|
2022
Q3 | $893 | Hold |
14
| – | – | ﹤0.01% | 474 |
|
|
2022
Q2 | $989 | Hold |
14
| – | – | ﹤0.01% | 522 |
|
|
2022
Q1 | $1.08K | Buy |
+14
| New | +$1.08K | ﹤0.01% | 526 |
|
|
2021
Q4 | – | Sell |
-76
| Closed | -$6.25K | – | 621 |
|
|
2021
Q3 | $6.25K | Sell |
76
-20
| -21% | -$1.65K | ﹤0.01% | 399 |
|
|
2021
Q2 | $7.85K | Hold |
96
| – | – | ﹤0.01% | 382 |
|
|
2021
Q1 | $6.57K | Hold |
96
| – | – | ﹤0.01% | 376 |
|
|
2020
Q4 | $6.49K | Hold |
96
| – | – | ﹤0.01% | 349 |
|
|
2020
Q3 | $5.99K | Sell |
96
-250
| -72% | -$15.6K | ﹤0.01% | 342 |
|
|
2020
Q2 | $19.7K | Buy |
+346
| New | +$19.7K | 0.01% | 252 |
|