Atwood & Palmer’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 | $389K | Hold |
3,925
| – | – | 0.02% | 121 |
|
|
2025
Q1 | $405K | Sell |
3,925
-57
| -1% | -$5.88K | 0.03% | 117 |
|
|
2024
Q4 | $369K | Buy |
3,982
+7
| +0.2% | +$648 | 0.03% | 123 |
|
|
2024
Q3 | $413K | Hold |
3,975
| – | – | 0.03% | 119 |
|
|
2024
Q2 | $383K | Sell |
3,975
-50
| -1% | -$4.81K | 0.03% | 114 |
|
|
2024
Q1 | $400K | Hold |
4,025
| – | – | 0.03% | 116 |
|
|
2023
Q4 | $360K | Hold |
4,025
| – | – | 0.03% | 124 |
|
|
2023
Q3 | $323K | Hold |
4,025
| – | – | 0.03% | 120 |
|
|
2023
Q2 | $358K | Buy |
4,025
+200
| +5% | +$17.8K | 0.03% | 124 |
|
|
2023
Q1 | $323K | Hold |
3,825
| – | – | 0.03% | 114 |
|
|
2022
Q4 | $300K | Hold |
3,825
| – | – | 0.03% | 125 |
|
|
2022
Q3 | $244K | Hold |
3,825
| – | – | 0.02% | 133 |
|
|
2022
Q2 | $270K | Sell |
3,825
-300
| -7% | -$21.2K | 0.03% | 127 |
|
|
2022
Q1 | $317K | Hold |
4,125
| – | – | 0.03% | 123 |
|
|
2021
Q4 | $359K | Hold |
4,125
| – | – | 0.03% | 124 |
|
|
2021
Q3 | $339K | Hold |
4,125
| – | – | 0.03% | 125 |
|
|
2021
Q2 | $337K | Sell |
4,125
-387
| -9% | -$31.6K | 0.03% | 128 |
|
|
2021
Q1 | $309K | Hold |
4,512
| – | – | 0.03% | 127 |
|
|
2020
Q4 | $305K | Hold |
4,512
| – | – | 0.03% | 125 |
|
|
2020
Q3 | $282K | Sell |
4,512
-152
| -3% | -$9.5K | 0.04% | 113 |
|
|
2020
Q2 | $265K | Buy |
+4,664
| New | +$265K | 0.04% | 111 |
|