Bragg Financial Advisors’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 | $249K | Sell |
2,511
-237
| -9% | -$23.5K | 0.01% | 326 |
|
|
2025
Q1 | $284K | Sell |
2,748
-119
| -4% | -$12.3K | 0.01% | 300 |
|
|
2024
Q4 | $266K | Sell |
2,867
-300
| -9% | -$27.8K | 0.01% | 306 |
|
|
2024
Q3 | $329K | Sell |
3,167
-242
| -7% | -$25.2K | 0.01% | 277 |
|
|
2024
Q2 | $328K | Sell |
3,409
-274
| -7% | -$26.4K | 0.01% | 271 |
|
|
2024
Q1 | $366K | Hold |
3,683
| – | – | 0.02% | 266 |
|
|
2023
Q4 | $330K | Buy |
3,683
+87
| +2% | +$7.78K | 0.02% | 269 |
|
|
2023
Q3 | $289K | Sell |
3,596
-563
| -14% | -$45.2K | 0.02% | 280 |
|
|
2023
Q2 | $370K | Hold |
4,159
| – | – | 0.02% | 268 |
|
|
2023
Q1 | $351K | Sell |
4,159
-432
| -9% | -$36.5K | 0.02% | 260 |
|
|
2022
Q4 | $360K | Buy |
4,591
+98
| +2% | +$7.67K | 0.02% | 256 |
|
|
2022
Q3 | $287K | Sell |
4,493
-165
| -4% | -$10.5K | 0.02% | 260 |
|
|
2022
Q2 | $329K | Sell |
4,658
-1,385
| -23% | -$97.8K | 0.02% | 263 |
|
|
2022
Q1 | $465K | Sell |
6,043
-841
| -12% | -$64.7K | 0.03% | 243 |
|
|
2021
Q4 | $566K | Hold |
6,884
| – | – | 0.04% | 211 |
|
|
2021
Q3 | $566K | Sell |
6,884
-3,789
| -36% | -$312K | 0.04% | 211 |
|
|
2021
Q2 | $873K | Sell |
10,673
-662
| -6% | -$54.1K | 0.06% | 187 |
|
|
2021
Q1 | $776K | Sell |
11,335
-1,098
| -9% | -$75.2K | 0.05% | 192 |
|
|
2020
Q4 | $840K | Sell |
12,433
-1,387
| -10% | -$93.7K | 0.07% | 172 |
|
|
2020
Q3 | $863K | Sell |
13,820
-9,571
| -41% | -$598K | 0.09% | 162 |
|
|
2020
Q2 | $1.33M | Buy |
+23,391
| New | +$1.33M | 0.15% | 143 |
|