Barrett & Company’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 | $19.8K | Hold |
200
| – | – | 0.01% | 418 |
|
|
2025
Q1 | $20.6K | Hold |
200
| – | – | 0.01% | 371 |
|
|
2024
Q4 | $18.5K | Hold |
200
| – | – | 0.01% | 381 |
|
|
2024
Q3 | $20.8K | Hold |
200
| – | – | 0.01% | 356 |
|
|
2024
Q2 | $19.3K | Hold |
200
| – | – | 0.01% | 373 |
|
|
2024
Q1 | $19.9K | Hold |
200
| – | – | 0.01% | 371 |
|
|
2023
Q4 | $17.9K | Hold |
200
| – | – | 0.01% | 360 |
|
|
2023
Q3 | $16.1K | Hold |
200
| – | – | 0.01% | 368 |
|
|
2023
Q2 | $17.8K | Hold |
200
| – | – | 0.01% | 360 |
|
|
2023
Q1 | $16.9K | Hold |
200
| – | – | 0.01% | 343 |
|
|
2022
Q4 | $15.7K | Hold |
200
| – | – | 0.01% | 340 |
|
|
2022
Q3 | $15.7K | Buy |
+200
| New | +$15.7K | 0.01% | 340 |
|