Azimuth Capital 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 | – | Sell |
-1,970
| Closed | -$203K | – | 303 |
|
|
2025
Q1 | $203K | Sell |
1,970
-715
| -27% | -$73.8K | 0.01% | 297 |
|
|
2024
Q4 | $249K | Sell |
2,685
-150
| -5% | -$13.9K | 0.01% | 286 |
|
|
2024
Q3 | $295K | Sell |
2,835
-707
| -20% | -$73.5K | 0.01% | 277 |
|
|
2024
Q2 | $341K | Sell |
3,542
-25
| -0.7% | -$2.41K | 0.01% | 262 |
|
|
2024
Q1 | $354K | Sell |
3,567
-200
| -5% | -$19.9K | 0.01% | 258 |
|
|
2023
Q4 | $337K | Buy |
3,767
+26
| +0.7% | +$2.33K | 0.02% | 258 |
|
|
2023
Q3 | $300K | Hold |
3,741
| – | – | 0.01% | 265 |
|
|
2023
Q2 | $333K | Hold |
3,741
| – | – | 0.02% | 266 |
|
|
2023
Q1 | $316K | Sell |
3,741
-224
| -6% | -$18.9K | 0.02% | 269 |
|
|
2022
Q4 | $310K | Sell |
3,965
-160
| -4% | -$12.5K | 0.02% | 276 |
|
|
2022
Q3 | $263K | Sell |
4,125
-200
| -5% | -$12.8K | 0.01% | 282 |
|
|
2022
Q2 | $306K | Buy |
+4,325
| New | +$306K | 0.02% | 279 |
|