William Allan Corp’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 | $4.9M | Buy |
49,443
+225
| +0.5% | +$22.3K | 2.85% | 16 |
|
|
2025
Q1 | $5.08M | Buy |
49,218
+674
| +1% | +$69.6K | 3.18% | 13 |
|
|
2024
Q4 | $4.5M | Buy |
48,544
+1,198
| +3% | +$111K | 2.76% | 14 |
|
|
2024
Q3 | $4.92M | Buy |
47,346
+272
| +0.6% | +$28.3K | 3.06% | 12 |
|
|
2024
Q2 | $4.53M | Buy |
47,074
+202
| +0.4% | +$19.4K | 3.03% | 11 |
|
|
2024
Q1 | $4.65M | Buy |
46,872
+55
| +0.1% | +$5.46K | 3.09% | 13 |
|
|
2023
Q4 | $4.19M | Sell |
46,817
-680
| -1% | -$60.8K | 3% | 14 |
|
|
2023
Q3 | $3.81M | Sell |
47,497
-751
| -2% | -$60.3K | 3.02% | 13 |
|
|
2023
Q2 | $4.29M | Buy |
48,248
+12,091
| +33% | +$1.08M | 3.29% | 13 |
|
|
2023
Q1 | $3.05M | Sell |
36,157
-445
| -1% | -$37.6K | 2.42% | 19 |
|
|
2022
Q4 | $2.87M | Sell |
36,602
-529
| -1% | -$41.4K | 2.41% | 20 |
|
|
2022
Q3 | $2.37M | Buy |
37,131
+59
| +0.2% | +$3.76K | 2.19% | 21 |
|
|
2022
Q2 | $2.62M | Buy |
37,072
+5
| +0% | +$353 | 2.33% | 19 |
|
|
2022
Q1 | $2.85M | Buy |
37,067
+1,190
| +3% | +$91.6K | 2.15% | 19 |
|
|
2021
Q4 | $3.12M | Buy |
+35,877
| New | +$3.12M | 2.22% | 21 |
|