Americana Partners’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 | $344K | Sell |
3,476
-15
| -0.4% | -$1.49K | 0.01% | 348 |
|
|
2025
Q1 | $360K | Sell |
3,491
-43
| -1% | -$4.44K | 0.01% | 310 |
|
|
2024
Q4 | $327K | Hold |
3,534
| – | – | 0.01% | 325 |
|
|
2024
Q3 | $367K | Hold |
3,534
| – | – | 0.03% | 285 |
|
|
2024
Q2 | $340K | Buy |
3,534
+57
| +2% | +$5.49K | 0.03% | 270 |
|
|
2024
Q1 | $345K | Hold |
3,477
| – | – | 0.03% | 267 |
|
|
2023
Q4 | $311K | Hold |
3,477
| – | – | 0.03% | 255 |
|
|
2023
Q3 | $279K | Buy |
+3,477
| New | +$279K | 0.03% | 244 |
|