Anchor Investment 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 | $120K | Sell |
1,213
-202
| -14% | -$20K | 0.01% | 442 |
|
|
2025
Q1 | $146K | Sell |
1,415
-600
| -30% | -$61.9K | 0.01% | 408 |
|
|
2024
Q4 | $187K | Sell |
2,015
-500
| -20% | -$46.3K | 0.02% | 372 |
|
|
2024
Q3 | $261K | Hold |
2,515
| – | – | 0.02% | 326 |
|
|
2024
Q2 | $242K | Sell |
2,515
-100
| -4% | -$9.63K | 0.02% | 320 |
|
|
2024
Q1 | $260K | Hold |
2,615
| – | – | 0.03% | 325 |
|
|
2023
Q4 | $234K | Hold |
2,615
| – | – | 0.03% | 327 |
|
|
2023
Q3 | $210K | Hold |
2,615
| – | – | 0.03% | 332 |
|
|
2023
Q2 | $233K | Hold |
2,615
| – | – | 0.03% | 312 |
|
|
2023
Q1 | $221K | Hold |
2,615
| – | – | 0.03% | 328 |
|
|
2022
Q4 | $205K | Hold |
2,615
| – | – | 0.03% | 333 |
|
|
2022
Q3 | $167K | Sell |
2,615
-65
| -2% | -$4.15K | 0.03% | 363 |
|
|
2022
Q2 | $189K | Sell |
2,680
-37
| -1% | -$2.62K | 0.03% | 358 |
|
|
2022
Q1 | $209K | Hold |
2,717
| – | – | 0.03% | 366 |
|
|
2021
Q4 | $237K | Hold |
2,717
| – | – | 0.03% | 359 |
|
|
2021
Q3 | $224K | Sell |
2,717
-17
| -0.6% | -$1.4K | 0.03% | 339 |
|
|
2021
Q2 | $224K | Sell |
2,734
-100
| -4% | -$8.18K | 0.03% | 348 |
|
|
2021
Q1 | $194K | Sell |
2,834
-125
| -4% | -$8.56K | 0.03% | 351 |
|
|
2020
Q4 | $200K | Sell |
2,959
-325
| -10% | -$22K | 0.04% | 302 |
|
|
2020
Q3 | $205K | Sell |
3,284
-1,346
| -29% | -$84K | 0.04% | 274 |
|
|
2020
Q2 | $263K | Buy |
+4,630
| New | +$263K | 0.06% | 221 |
|