Azimuth Capital Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $336K | Sell |
4,362
-100
| -2% | -$7.7K | 0.01% | 277 |
|
2021
Q4 | $389K | Sell |
4,462
-175
| -4% | -$15.3K | 0.02% | 271 |
|
2021
Q3 | $382K | Hold |
4,637
| – | – | 0.02% | 271 |
|
2021
Q2 | $379K | Sell |
4,637
-188
| -4% | -$15.4K | 0.02% | 276 |
|
2021
Q1 | $330K | Sell |
4,825
-46
| -0.9% | -$3.15K | 0.02% | 279 |
|
2020
Q4 | $329K | Sell |
4,871
-49
| -1% | -$3.31K | 0.02% | 268 |
|
2020
Q3 | $307K | Sell |
4,920
-1,343
| -21% | -$83.8K | 0.02% | 247 |
|
2020
Q2 | $356K | Buy |
+6,263
| New | +$356K | 0.02% | 241 |
|