Badgley Phelps Wealth Managers’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,028
| Closed | -$211K | – | 295 |
|
|
2024
Q3 | $211K | Buy |
+2,028
| New | +$211K | ﹤0.01% | 283 |
|
|
2024
Q2 | – | Sell |
-2,300
| Closed | -$228K | – | 271 |
|
|
2024
Q1 | $228K | Sell |
2,300
-650
| -22% | -$64.5K | 0.01% | 238 |
|
|
2023
Q4 | $264K | Sell |
2,950
-1,367
| -32% | -$122K | 0.01% | 222 |
|
|
2023
Q3 | $347K | Sell |
4,317
-5,036
| -54% | -$404K | 0.01% | 187 |
|
|
2023
Q2 | $833K | Buy |
+9,353
| New | +$833K | 0.03% | 160 |
|