Bradley Foster & Sargent’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 | $5.27M | Sell |
53,230
-10,276
| -16% | -$1.02M | 0.08% | 152 |
|
|
2025
Q1 | $6.55M | Sell |
63,506
-1,137
| -2% | -$117K | 0.11% | 133 |
|
|
2024
Q4 | $5.99M | Sell |
64,643
-626
| -1% | -$58K | 0.1% | 133 |
|
|
2024
Q3 | $6.78M | Sell |
65,269
-952
| -1% | -$99K | 0.11% | 132 |
|
|
2024
Q2 | $6.37M | Sell |
66,221
-1,099
| -2% | -$106K | 0.11% | 133 |
|
|
2024
Q1 | $6.68M | Sell |
67,320
-3,287
| -5% | -$326K | 0.12% | 127 |
|
|
2023
Q4 | $6.32M | Sell |
70,607
-4,937
| -7% | -$442K | 0.12% | 126 |
|
|
2023
Q3 | $6.72M | Hold |
75,544
| – | – | 0.14% | 115 |
|
|
2023
Q2 | $6.72M | Sell |
75,544
-3,440
| -4% | -$306K | 0.14% | 115 |
|
|
2023
Q1 | $6.67M | Sell |
78,984
-1,030
| -1% | -$86.9K | 0.16% | 105 |
|
|
2022
Q4 | $6.27M | Sell |
80,014
-4,576
| -5% | -$358K | 0.16% | 101 |
|
|
2022
Q3 | $5.4M | Sell |
84,590
-5,038
| -6% | -$321K | 0.15% | 108 |
|
|
2022
Q2 | $6.33M | Sell |
89,628
-16,233
| -15% | -$1.15M | 0.16% | 101 |
|
|
2022
Q1 | $8.15M | Sell |
105,861
-10,743
| -9% | -$827K | 0.17% | 97 |
|
|
2021
Q4 | $10.2M | Buy |
116,604
+1,309
| +1% | +$114K | 0.21% | 84 |
|
|
2021
Q3 | $9.49M | Buy |
115,295
+4,997
| +5% | +$411K | 0.22% | 84 |
|
|
2021
Q2 | $9.02M | Sell |
110,298
-754
| -0.7% | -$61.7K | 0.21% | 90 |
|
|
2021
Q1 | $7.6M | Sell |
111,052
-11,516
| -9% | -$788K | 0.19% | 99 |
|
|
2020
Q4 | $8.28M | Sell |
122,568
-5,650
| -4% | -$382K | 0.22% | 89 |
|
|
2020
Q3 | $8M | Buy |
+128,218
| New | +$8M | 0.23% | 85 |
|