Bollard Group’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 | $1.15M | Buy |
11,643
+356
| +3% | +$35.3K | 0.03% | 115 |
|
|
2025
Q1 | $1.17M | Buy |
11,287
+24
| +0.2% | +$2.48K | 0.03% | 104 |
|
|
2024
Q4 | $1.04M | Buy |
11,263
+25
| +0.2% | +$2.32K | 0.03% | 106 |
|
|
2024
Q3 | $1.17M | Buy |
11,238
+27
| +0.2% | +$2.81K | 0.03% | 115 |
|
|
2024
Q2 | $1.08M | Buy |
11,211
+24
| +0.2% | +$2.31K | 0.03% | 106 |
|
|
2024
Q1 | $1.11M | Buy |
11,187
+23
| +0.2% | +$2.28K | 0.03% | 106 |
|
|
2023
Q4 | $999K | Buy |
11,164
+24
| +0.2% | +$2.15K | 0.03% | 107 |
|
|
2023
Q3 | $895K | Buy |
11,140
+7
| +0.1% | +$562 | 0.03% | 109 |
|
|
2023
Q2 | $991K | Buy |
11,133
+51
| +0.5% | +$4.54K | 0.03% | 108 |
|
|
2023
Q1 | $935K | Buy |
11,082
+5
| +0% | +$422 | 0.03% | 106 |
|
|
2022
Q4 | $867K | Buy |
11,077
+5
| +0% | +$391 | 0.03% | 109 |
|
|
2022
Q3 | $706K | Sell |
11,072
-81
| -0.7% | -$5.17K | 0.03% | 116 |
|
|
2022
Q2 | $788K | Buy |
11,153
+6
| +0.1% | +$424 | 0.03% | 119 |
|
|
2022
Q1 | $858K | Sell |
11,147
-212
| -2% | -$16.3K | 0.03% | 145 |
|
|
2021
Q4 | $989K | Buy |
11,359
+5
| +0% | +$435 | 0.03% | 139 |
|
|
2021
Q3 | $934K | Buy |
11,354
+4
| +0% | +$329 | 0.03% | 135 |
|
|
2021
Q2 | $928K | Buy |
11,350
+6
| +0.1% | +$491 | 0.03% | 135 |
|
|
2021
Q1 | $776K | Hold |
11,344
| – | – | 0.03% | 138 |
|
|
2020
Q4 | $766K | Sell |
11,344
-85
| -0.7% | -$5.74K | 0.03% | 132 |
|
|
2020
Q3 | $713K | Sell |
11,429
-145
| -1% | -$9.05K | 0.03% | 134 |
|
|
2020
Q2 | $658K | Buy |
+11,574
| New | +$658K | 0.03% | 123 |
|