Y-Intercept (HK)’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 | $7.02M | Buy |
70,871
+49,468
| +231% | +$4.9M | 0.17% | 132 |
|
|
2025
Q1 | $2.21M | Buy |
+21,403
| New | +$2.21M | 0.15% | 167 |
|
|
2024
Q4 | – | Sell |
-125,333
| Closed | -$13M | – | 1529 |
|
|
2024
Q3 | $13M | Buy |
+125,333
| New | +$13M | 0.8% | 8 |
|
|
2024
Q2 | – | Sell |
-52,515
| Closed | -$5.21M | – | 1786 |
|
|
2024
Q1 | $5.21M | Buy |
52,515
+20,597
| +65% | +$2.04M | 0.39% | 29 |
|
|
2023
Q4 | $2.86M | Buy |
+31,918
| New | +$2.86M | 0.27% | 70 |
|
|
2023
Q3 | – | Sell |
-43,179
| Closed | -$3.84M | – | 1450 |
|
|
2023
Q2 | $3.84M | Buy |
43,179
+8,783
| +26% | +$782K | 0.41% | 23 |
|
|
2023
Q1 | $2.9M | Buy |
+34,396
| New | +$2.9M | 0.34% | 42 |
|
|
2022
Q4 | – | Sell |
-8,064
| Closed | -$514K | – | 1258 |
|
|
2022
Q3 | $514K | Buy |
+8,064
| New | +$514K | 0.05% | 528 |
|
|
2022
Q1 | – | Sell |
-10,886
| Closed | -$948K | – | 887 |
|
|
2021
Q4 | $948K | Buy |
+10,886
| New | +$948K | 0.22% | 128 |
|
|
2021
Q2 | – | Sell |
-22,023
| Closed | -$1.54M | – | 817 |
|
|
2021
Q1 | $1.54M | Buy |
22,023
+7,988
| +57% | +$557K | 0.41% | 42 |
|
|
2020
Q4 | $936K | Buy |
+14,035
| New | +$936K | 0.39% | 44 |
|