Brookstone Capital Management’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 | $4.05M | Buy |
40,879
+609
| +2% | +$60.3K | 0.05% | 315 |
|
|
2025
Q1 | $4.16M | Buy |
+40,270
| New | +$4.16M | 0.06% | 293 |
|
|
2024
Q4 | – | Sell |
-2,364
| Closed | -$246K | – | 1036 |
|
|
2024
Q3 | $246K | Sell |
2,364
-4
| -0.2% | -$416 | ﹤0.01% | 898 |
|
|
2024
Q2 | $234K | Sell |
2,368
-219
| -8% | -$21.7K | ﹤0.01% | 868 |
|
|
2024
Q1 | $257K | Buy |
+2,587
| New | +$257K | ﹤0.01% | 805 |
|
|
2022
Q2 | – | Sell |
-2,784
| Closed | -$213K | – | 814 |
|
|
2022
Q1 | $213K | Sell |
2,784
-80
| -3% | -$6.12K | ﹤0.01% | 725 |
|
|
2021
Q4 | $242K | Sell |
2,864
-309
| -10% | -$26.1K | ﹤0.01% | 671 |
|
|
2021
Q3 | $258K | Buy |
3,173
+551
| +21% | +$44.8K | ﹤0.01% | 637 |
|
|
2021
Q2 | $219K | Buy |
+2,622
| New | +$219K | ﹤0.01% | 662 |
|