Beck Mack & Oliver’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 | $419K | Sell |
4,232
-165
| -4% | -$16.3K | 0.01% | 139 |
|
|
2025
Q1 | $454K | Sell |
4,397
-75
| -2% | -$7.74K | 0.01% | 133 |
|
|
2024
Q4 | $414K | Hold |
4,472
| – | – | 0.01% | 133 |
|
|
2024
Q3 | $465K | Sell |
4,472
-75
| -2% | -$7.8K | 0.01% | 127 |
|
|
2024
Q2 | $438K | Hold |
4,547
| – | – | 0.01% | 125 |
|
|
2024
Q1 | $451K | Hold |
4,547
| – | – | 0.01% | 129 |
|
|
2023
Q4 | $407K | Hold |
4,547
| – | – | 0.01% | 133 |
|
|
2023
Q3 | $365K | Hold |
4,547
| – | – | 0.01% | 132 |
|
|
2023
Q2 | $405K | Sell |
4,547
-25
| -0.5% | -$2.23K | 0.01% | 133 |
|
|
2023
Q1 | $386K | Buy |
4,572
+25
| +0.5% | +$2.11K | 0.01% | 140 |
|
|
2022
Q4 | $356K | Hold |
4,547
| – | – | 0.01% | 143 |
|
|
2022
Q3 | $290K | Hold |
4,547
| – | – | 0.01% | 150 |
|
|
2022
Q2 | $321K | Hold |
4,547
| – | – | 0.01% | 148 |
|
|
2022
Q1 | $350K | Hold |
4,547
| – | – | 0.01% | 152 |
|
|
2021
Q4 | $396K | Hold |
4,547
| – | – | 0.01% | 153 |
|
|
2021
Q3 | $374K | Sell |
4,547
-11
| -0.2% | -$905 | 0.01% | 161 |
|
|
2021
Q2 | $373K | Buy |
4,558
+11
| +0.2% | +$900 | 0.01% | 152 |
|
|
2021
Q1 | $311K | Sell |
4,547
-250
| -5% | -$17.1K | 0.01% | 159 |
|
|
2020
Q4 | $324K | Sell |
4,797
-500
| -9% | -$33.8K | 0.01% | 156 |
|
|
2020
Q3 | $331K | Hold |
5,297
| – | – | 0.01% | 152 |
|
|
2020
Q2 | $301K | Buy |
+5,297
| New | +$301K | 0.01% | 159 |
|