Anchor Capital Advisors’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 | $8.19M | Sell |
82,732
-1,467
| -2% | -$145K | 0.24% | 98 |
|
|
2025
Q1 | $8.69M | Sell |
84,199
-4,143
| -5% | -$428K | 0.26% | 100 |
|
|
2024
Q4 | $8.18M | Sell |
88,342
-3,579
| -4% | -$331K | 0.23% | 103 |
|
|
2024
Q3 | $9.55M | Sell |
91,921
-1,380
| -1% | -$143K | 0.25% | 101 |
|
|
2024
Q2 | $8.98M | Sell |
93,301
-80
| -0.1% | -$7.7K | 0.25% | 102 |
|
|
2024
Q1 | $9.27M | Sell |
93,381
-13,135
| -12% | -$1.3M | 0.24% | 103 |
|
|
2023
Q4 | $9.53M | Sell |
106,516
-3,020
| -3% | -$270K | 0.25% | 97 |
|
|
2023
Q3 | $8.8M | Sell |
109,536
-2,974
| -3% | -$239K | 0.25% | 98 |
|
|
2023
Q2 | $10M | Sell |
112,510
-6,103
| -5% | -$543K | 0.26% | 100 |
|
|
2023
Q1 | $10M | Buy |
118,613
+4,936
| +4% | +$417K | 0.26% | 97 |
|
|
2022
Q4 | $8.9M | Sell |
113,677
-9,920
| -8% | -$777K | 0.23% | 102 |
|
|
2022
Q3 | $7.89M | Sell |
123,597
-10,175
| -8% | -$649K | 0.22% | 102 |
|
|
2022
Q2 | $9.45M | Buy |
+133,772
| New | +$9.45M | 0.24% | 102 |
|