Arlington 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 | $2.87M | Sell |
29,022
-15,465
| -35% | -$1.53M | 1.06% | 49 |
|
|
2025
Q1 | $4.59M | Buy |
44,487
+2,605
| +6% | +$269K | 1.8% | 15 |
|
|
2024
Q4 | $3.88M | Buy |
41,882
+3,306
| +9% | +$306K | 1.51% | 43 |
|
|
2024
Q3 | $4.01M | Buy |
38,576
+6,500
| +20% | +$676K | 1.57% | 43 |
|
|
2024
Q2 | $3.09M | Sell |
32,076
-3,114
| -9% | -$300K | 1.53% | 51 |
|
|
2024
Q1 | $3.49M | Hold |
35,190
| – | – | 1.78% | 11 |
|
|
2023
Q4 | $3.15M | Sell |
35,190
-4
| -0% | -$358 | 0.91% | 31 |
|
|
2023
Q3 | $2.83M | Buy |
35,194
+35,180
| +251,286% | +$2.83M | 1.16% | 29 |
|
|
2023
Q2 | $1.25K | Hold |
14
| – | – | ﹤0.01% | 563 |
|
|
2023
Q1 | $1.18K | Buy |
+14
| New | +$1.18K | ﹤0.01% | 529 |
|
|
2021
Q3 | – | Sell |
-9
| Closed | -$1K | – | 400 |
|
|
2021
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 319 |
|
|
2021
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 384 |
|