Beacon Capital Management LLC (Tennessee)’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 | $51.1K | Buy |
517
+1
| +0.2% | +$99 | 0.01% | 329 |
|
|
2025
Q1 | $53.3K | Hold |
516
| – | – | 0.01% | 302 |
|
|
2024
Q4 | $47.8K | Hold |
516
| – | – | 0.01% | 310 |
|
|
2024
Q3 | $53.6K | Hold |
516
| – | – | 0.01% | 312 |
|
|
2024
Q2 | $49.7K | Hold |
516
| – | – | 0.01% | 288 |
|
|
2024
Q1 | $51.2K | Sell |
516
-42
| -8% | -$4.17K | 0.01% | 293 |
|
|
2023
Q4 | $44.8K | Hold |
558
| – | – | 0.01% | 238 |
|
|
2023
Q3 | $49.7K | Hold |
558
| – | – | 0.01% | 250 |
|
|
2023
Q2 | $49.7K | Sell |
558
-40
| -7% | -$3.56K | 0.01% | 250 |
|
|
2023
Q1 | $50.5K | Sell |
598
-9
| -1% | -$760 | 0.01% | 214 |
|
|
2022
Q4 | $47.5K | Buy |
607
+9
| +2% | +$705 | 0.02% | 226 |
|
|
2022
Q3 | $42K | Hold |
598
| – | – | 0.01% | 233 |
|
|
2022
Q2 | $45K | Hold |
598
| – | – | 0.01% | 257 |
|
|
2022
Q1 | $45K | Buy |
+598
| New | +$45K | 0.01% | 257 |
|