Baldwin Wealth 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 | $11.6M | Buy |
+117,312
| New | +$11.6M | 0.79% | 40 |
|
|
2024
Q4 | – | Sell |
-834
| Closed | -$86.7K | – | 773 |
|
|
2024
Q3 | $86.7K | Buy |
834
+259
| +45% | +$26.9K | 0.01% | 433 |
|
|
2024
Q2 | $55.4K | Sell |
575
-250
| -30% | -$24.1K | ﹤0.01% | 331 |
|
|
2024
Q1 | $81.9K | Sell |
825
-175
| -18% | -$17.4K | 0.01% | 296 |
|
|
2023
Q4 | $89.5K | Hold |
1,000
| – | – | 0.01% | 293 |
|
|
2023
Q3 | $80.3K | Sell |
1,000
-330
| -25% | -$26.5K | 0.01% | 324 |
|
|
2023
Q2 | $118K | Hold |
1,330
| – | – | 0.01% | 296 |
|
|
2023
Q1 | $112K | Hold |
1,330
| – | – | 0.01% | 309 |
|
|
2022
Q4 | $104K | Buy |
1,330
+1,080
| +432% | +$84.6K | 0.01% | 314 |
|
|
2022
Q3 | $16K | Hold |
250
| – | – | ﹤0.01% | 463 |
|
|
2022
Q2 | $18K | Sell |
250
-80
| -24% | -$5.76K | ﹤0.01% | 484 |
|
|
2022
Q1 | $25K | Sell |
330
-27
| -8% | -$2.05K | ﹤0.01% | 454 |
|
|
2021
Q4 | $31K | Hold |
357
| – | – | ﹤0.01% | 406 |
|
|
2021
Q3 | $30K | Hold |
357
| – | – | ﹤0.01% | 408 |
|
|
2021
Q2 | $29K | Hold |
357
| – | – | ﹤0.01% | 426 |
|
|
2021
Q1 | $24K | Buy |
357
+7
| +2% | +$471 | ﹤0.01% | 436 |
|
|
2020
Q4 | $24K | Hold |
350
| – | – | ﹤0.01% | 390 |
|
|
2020
Q3 | $22K | Sell |
350
-1,929
| -85% | -$121K | ﹤0.01% | 378 |
|
|
2020
Q2 | $129K | Buy |
+2,279
| New | +$129K | 0.02% | 192 |
|