Boston Financial Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.2M | Buy |
23,727
+175
| +0.7% | +$16.2K | 0.07% | 140 |
|
|
2024
Q3 | $2.45M | Buy |
23,552
+2,008
| +9% | +$209K | 0.07% | 135 |
|
|
2024
Q2 | $2.07M | Buy |
21,544
+322
| +2% | +$31K | 0.07% | 139 |
|
|
2024
Q1 | $2.11M | Hold |
21,222
| – | – | 0.07% | 141 |
|
|
2023
Q4 | $1.9M | Buy |
21,222
+314
| +2% | +$28.1K | 0.06% | 142 |
|
|
2023
Q3 | $1.68M | Sell |
20,908
-377
| -2% | -$30.3K | 0.06% | 143 |
|
|
2023
Q2 | $1.89M | Sell |
21,285
-123
| -0.6% | -$10.9K | 0.07% | 145 |
|
|
2023
Q1 | $1.81M | Sell |
21,408
-898
| -4% | -$75.8K | 0.07% | 146 |
|
|
2022
Q4 | $1.75M | Buy |
22,306
+1,678
| +8% | +$131K | 0.07% | 143 |
|
|
2022
Q3 | $1.32M | Buy |
20,628
+15,352
| +291% | +$979K | 0.06% | 152 |
|
|
2022
Q2 | $373K | Buy |
5,276
+148
| +3% | +$10.5K | 0.02% | 230 |
|
|
2022
Q1 | $395K | Buy |
5,128
+166
| +3% | +$12.8K | 0.02% | 226 |
|
|
2021
Q4 | $432K | Sell |
4,962
-67
| -1% | -$5.83K | 0.02% | 201 |
|
|
2021
Q3 | $414K | Sell |
5,029
-100
| -2% | -$8.23K | 0.02% | 200 |
|
|
2021
Q2 | $419K | Sell |
5,129
-85
| -2% | -$6.94K | 0.02% | 192 |
|
|
2021
Q1 | $357K | Sell |
5,214
-524
| -9% | -$35.9K | 0.02% | 194 |
|
|
2020
Q4 | $388K | Sell |
5,738
-1,256
| -18% | -$84.9K | 0.02% | 187 |
|
|
2020
Q3 | $437K | Sell |
6,994
-1,250
| -15% | -$78.1K | 0.02% | 173 |
|
|
2020
Q2 | $469K | Buy |
+8,244
| New | +$469K | 0.03% | 166 |
|