Yousif Capital 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 | $5.94M | Sell |
60,013
-728
| -1% | -$72.1K | 0.06% | 278 |
|
2025
Q1 | $6.27M | Buy |
60,741
+98
| +0.2% | +$10.1K | 0.07% | 256 |
|
2024
Q4 | $5.62M | Sell |
60,643
-2,281
| -4% | -$211K | 0.06% | 285 |
|
2024
Q3 | $6.54M | Sell |
62,924
-680
| -1% | -$70.7K | 0.07% | 257 |
|
2024
Q2 | $6.12M | Buy |
63,604
+48
| +0.1% | +$4.62K | 0.07% | 265 |
|
2024
Q1 | $6.31M | Sell |
63,556
-2,904
| -4% | -$288K | 0.07% | 277 |
|
2023
Q4 | $5.95M | Sell |
66,460
-2,838
| -4% | -$254K | 0.07% | 279 |
|
2023
Q3 | $5.57M | Sell |
69,298
-2,326
| -3% | -$187K | 0.07% | 275 |
|
2023
Q2 | $6.38M | Buy |
71,624
+822
| +1% | +$73.2K | 0.08% | 248 |
|
2023
Q1 | $5.98M | Sell |
70,802
-3,688
| -5% | -$311K | 0.08% | 254 |
|
2022
Q4 | $5.83M | Buy |
74,490
+13,572
| +22% | +$1.06M | 0.08% | 258 |
|
2022
Q3 | $3.89M | Sell |
60,918
-771
| -1% | -$49.2K | 0.06% | 361 |
|
2022
Q2 | $4.36M | Sell |
61,689
-3,235
| -5% | -$229K | 0.06% | 342 |
|
2022
Q1 | $5M | Sell |
64,924
-9,696
| -13% | -$746K | 0.05% | 353 |
|
2021
Q4 | $6.5M | Buy |
+74,620
| New | +$6.5M | 0.07% | 280 |
|