Bartlett & Co’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $995K | Sell |
11,100
-531
| -5% | -$47.6K | 0.02% | 275 |
|
|
2023
Q3 | $934K | Sell |
11,631
-113
| -1% | -$9.07K | 0.02% | 265 |
|
|
2023
Q2 | $1.05M | Sell |
11,744
-314
| -3% | -$27.9K | 0.02% | 267 |
|
|
2023
Q1 | $1.02M | Sell |
12,058
-581
| -5% | -$49K | 0.02% | 227 |
|
|
2022
Q4 | $990K | Sell |
12,639
-1,184
| -9% | -$92.7K | 0.02% | 230 |
|
|
2022
Q3 | $882K | Sell |
13,823
-300
| -2% | -$19.1K | 0.02% | 228 |
|
|
2022
Q2 | $998K | Sell |
14,123
-4,112
| -23% | -$291K | 0.02% | 219 |
|
|
2022
Q1 | $1.4M | Sell |
18,235
-591
| -3% | -$45.5K | 0.02% | 206 |
|
|
2021
Q4 | $1.64M | Sell |
18,826
-542
| -3% | -$47.2K | 0.03% | 197 |
|
|
2021
Q3 | $1.59M | Sell |
19,368
-1,634
| -8% | -$134K | 0.03% | 182 |
|
|
2021
Q2 | $1.72M | Sell |
21,002
-6,588
| -24% | -$539K | 0.03% | 181 |
|
|
2021
Q1 | $1.89M | Sell |
27,590
-3,551
| -11% | -$243K | 0.04% | 173 |
|
|
2020
Q4 | $2.1M | Sell |
31,141
-2,454
| -7% | -$166K | 0.04% | 162 |
|
|
2020
Q3 | $2.1M | Sell |
33,595
-5,175
| -13% | -$323K | 0.05% | 156 |
|
|
2020
Q2 | $2.2M | Buy |
+38,770
| New | +$2.2M | 0.06% | 152 |
|