Westside Investment 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 | $16.9K | Buy |
+168
| New | +$16.9K | ﹤0.01% | 741 |
|
|
2024
Q3 | – | Sell |
-50
| Closed | -$4.81K | – | 1013 |
|
|
2024
Q2 | $4.81K | Hold |
50
| – | – | ﹤0.01% | 768 |
|
|
2024
Q1 | $4.96K | Sell |
50
-100
| -67% | -$9.93K | ﹤0.01% | 726 |
|
|
2023
Q4 | $13.4K | Hold |
150
| – | – | ﹤0.01% | 551 |
|
|
2023
Q3 | $12K | Hold |
150
| – | – | ﹤0.01% | 556 |
|
|
2023
Q2 | $13.4K | Sell |
150
-26
| -15% | -$2.31K | ﹤0.01% | 546 |
|
|
2023
Q1 | $14.9K | Buy |
176
+1
| +0.6% | +$84 | ﹤0.01% | 523 |
|
|
2022
Q4 | $13 | Hold |
175
| – | – | ﹤0.01% | 576 |
|
|
2022
Q3 | $11 | Hold |
175
| – | – | ﹤0.01% | 593 |
|
|
2022
Q2 | $12 | Sell |
175
-21
| -11% | -$1 | ﹤0.01% | 578 |
|
|
2022
Q1 | $15 | Hold |
196
| – | – | ﹤0.01% | 559 |
|
|
2021
Q4 | $17 | Hold |
196
| – | – | ﹤0.01% | 526 |
|
|
2021
Q3 | $16 | Hold |
196
| – | – | ﹤0.01% | 518 |
|
|
2021
Q2 | $16 | Hold |
196
| – | – | ﹤0.01% | 514 |
|
|
2021
Q1 | $13 | Sell |
196
-223
| -53% | -$15 | ﹤0.01% | 517 |
|
|
2020
Q4 | $28 | Buy |
419
+21
| +5% | +$1 | ﹤0.01% | 393 |
|
|
2020
Q3 | $24 | Hold |
398
| – | – | ﹤0.01% | 402 |
|
|
2020
Q2 | $22 | Buy |
+398
| New | +$22 | ﹤0.01% | 391 |
|