Wolverine Trading’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 | – | Hold |
0
| – | – | – | 2058 |
|
|
2025
Q1 | – | Sell |
-5,875
| Closed | -$544K | – | 2107 |
|
|
2024
Q4 | $544K | Buy |
5,875
+1,625
| +38% | +$150K | ﹤0.01% | 787 |
|
|
2024
Q3 | $444K | Buy |
+4,250
| New | +$444K | ﹤0.01% | 709 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 1930 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 1904 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 1900 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 1861 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 1826 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 1804 |
|
|
2022
Q4 | – | Sell |
-4,491
| Closed | -$290K | – | 1796 |
|
|
2022
Q3 | $290K | Buy |
4,491
+753
| +20% | +$48.6K | ﹤0.01% | 749 |
|
|
2022
Q2 | $261K | Buy |
3,738
+544
| +17% | +$38K | ﹤0.01% | 775 |
|
|
2022
Q1 | $248K | Buy |
+3,194
| New | +$248K | ﹤0.01% | 1090 |
|
|
2021
Q4 | – | Sell |
-3,078
| Closed | -$256K | – | 2389 |
|
|
2021
Q3 | $256K | Sell |
3,078
-3,826
| -55% | -$318K | ﹤0.01% | 1405 |
|
|
2021
Q2 | $567K | Buy |
+6,904
| New | +$567K | ﹤0.01% | 893 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 2310 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 1971 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 1789 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 1818 |
|