Brown Advisory’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 | $12.9M | Sell |
129,942
-7,894
| -6% | -$782K | 0.02% | 373 |
|
|
2025
Q1 | $14.2M | Sell |
137,836
-8,617
| -6% | -$889K | 0.02% | 347 |
|
|
2024
Q4 | $13.6M | Sell |
146,453
-11,278
| -7% | -$1.04M | 0.02% | 377 |
|
|
2024
Q3 | $16.4M | Sell |
157,731
-9,982
| -6% | -$1.04M | 0.02% | 350 |
|
|
2024
Q2 | $16.1M | Sell |
167,713
-17,054
| -9% | -$1.64M | 0.02% | 349 |
|
|
2024
Q1 | $18.3M | Sell |
184,767
-23,620
| -11% | -$2.34M | 0.02% | 334 |
|
|
2023
Q4 | $18.6M | Sell |
208,387
-56,213
| -21% | -$5.03M | 0.03% | 331 |
|
|
2023
Q3 | $21.3M | Sell |
264,600
-2,123,586
| -89% | -$171M | 0.03% | 303 |
|
|
2023
Q2 | $213M | Sell |
2,388,186
-96,998
| -4% | -$8.63M | 0.33% | 68 |
|
|
2023
Q1 | $210M | Buy |
2,485,184
+119,644
| +5% | +$10.1M | 0.36% | 64 |
|
|
2022
Q4 | $185M | Buy |
2,365,540
+6,364
| +0.3% | +$498K | 0.34% | 73 |
|
|
2022
Q3 | $151M | Buy |
2,359,176
+23,673
| +1% | +$1.51M | 0.29% | 79 |
|
|
2022
Q2 | $165M | Buy |
2,335,503
+1,303,196
| +126% | +$92.1M | 0.31% | 77 |
|
|
2022
Q1 | $79.4M | Sell |
1,032,307
-17,730
| -2% | -$1.36M | 0.12% | 138 |
|
|
2021
Q4 | $91.4M | Buy |
1,050,037
+10,534
| +1% | +$917K | 0.11% | 129 |
|
|
2021
Q3 | $85.5M | Sell |
1,039,503
-910
| -0.1% | -$74.9K | 0.13% | 135 |
|
|
2021
Q2 | $85.1M | Buy |
1,040,413
+14,806
| +1% | +$1.21M | 0.13% | 136 |
|
|
2021
Q1 | $70.2M | Sell |
1,025,607
-19,151
| -2% | -$1.31M | 0.12% | 146 |
|
|
2020
Q4 | $70.6M | Buy |
1,044,758
+318,929
| +44% | +$21.5M | 0.13% | 133 |
|
|
2020
Q3 | $45.3M | Buy |
725,829
+312,475
| +76% | +$19.5M | 0.09% | 148 |
|
|
2020
Q2 | $23.5M | Buy |
+413,354
| New | +$23.5M | 0.05% | 213 |
|