Brighton Jones LLC’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 | $524K | Buy |
5,293
+2,133
| +68% | +$211K | 0.01% | 515 |
|
|
2025
Q1 | $326K | Buy |
3,160
+720
| +30% | +$74.3K | 0.01% | 506 |
|
|
2024
Q4 | $226K | Sell |
2,440
-72
| -3% | -$6.67K | 0.01% | 612 |
|
|
2024
Q3 | $261K | Sell |
2,512
-68
| -3% | -$7.07K | 0.01% | 459 |
|
|
2024
Q2 | $248K | Buy |
2,580
+124
| +5% | +$11.9K | 0.01% | 516 |
|
|
2024
Q1 | $244K | Sell |
2,456
-164
| -6% | -$16.3K | 0.01% | 517 |
|
|
2023
Q4 | $234K | Sell |
2,620
-42
| -2% | -$3.76K | 0.01% | 500 |
|
|
2023
Q3 | $214K | Buy |
2,662
+200
| +8% | +$16.1K | 0.01% | 485 |
|
|
2023
Q2 | $219K | Buy |
2,462
+24
| +1% | +$2.14K | 0.01% | 486 |
|
|
2023
Q1 | $206K | Sell |
2,438
-212
| -8% | -$17.9K | 0.01% | 472 |
|
|
2022
Q4 | $208K | Sell |
2,650
-993
| -27% | -$77.8K | 0.01% | 426 |
|
|
2022
Q3 | $232K | Sell |
3,643
-374
| -9% | -$23.8K | 0.01% | 384 |
|
|
2022
Q2 | $284K | Buy |
4,017
+141
| +4% | +$9.97K | 0.02% | 342 |
|
|
2022
Q1 | $298K | Buy |
3,876
+183
| +5% | +$14.1K | 0.01% | 364 |
|
|
2021
Q4 | $322K | Buy |
3,693
+528
| +17% | +$46K | 0.02% | 353 |
|
|
2021
Q3 | $260K | Buy |
3,165
+252
| +9% | +$20.7K | 0.01% | 391 |
|
|
2021
Q2 | $238K | Sell |
2,913
-626
| -18% | -$51.1K | 0.01% | 408 |
|
|
2021
Q1 | $242K | Buy |
+3,539
| New | +$242K | 0.01% | 360 |
|