Ballentine 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 | $792K | Buy |
7,999
+2,242
| +39% | +$222K | 0.01% | 364 |
|
|
2025
Q1 | $594K | Buy |
5,757
+214
| +4% | +$22.1K | 0.01% | 399 |
|
|
2024
Q4 | $513K | Buy |
5,543
+292
| +6% | +$27K | 0.01% | 417 |
|
|
2024
Q3 | $546K | Sell |
5,251
-1,506
| -22% | -$157K | 0.01% | 396 |
|
|
2024
Q2 | $650K | Buy |
6,757
+431
| +7% | +$41.5K | 0.01% | 349 |
|
|
2024
Q1 | $628K | Buy |
6,326
+2,179
| +53% | +$216K | 0.01% | 344 |
|
|
2023
Q4 | $371K | Sell |
4,147
-1,530
| -27% | -$137K | 0.01% | 440 |
|
|
2023
Q3 | $456K | Buy |
5,677
+868
| +18% | +$69.7K | 0.01% | 340 |
|
|
2023
Q2 | $428K | Buy |
4,809
+279
| +6% | +$24.8K | 0.01% | 354 |
|
|
2023
Q1 | $382K | Buy |
4,530
+1,926
| +74% | +$163K | 0.01% | 358 |
|
|
2022
Q4 | $204K | Buy |
+2,604
| New | +$204K | 0.01% | 461 |
|
|
2020
Q3 | – | Sell |
-7,284
| Closed | -$415K | – | 402 |
|
|
2020
Q2 | $415K | Buy |
+7,284
| New | +$415K | 0.02% | 227 |
|