Brown Shipley & Co’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 | $4.31M | Sell |
43,543
-645
| -1% | -$63.9K | 2.37% | 13 |
|
|
2025
Q1 | $4.56M | Sell |
44,188
-1,207
| -3% | -$125K | 2.58% | 13 |
|
|
2024
Q4 | $4.2M | Sell |
45,395
-2,409
| -5% | -$223K | 2.09% | 15 |
|
|
2024
Q3 | $4.97M | Sell |
47,804
-1,683
| -3% | -$175K | 2.44% | 15 |
|
|
2024
Q2 | $4.76M | Buy |
49,487
+958
| +2% | +$92.2K | 2.14% | 15 |
|
|
2024
Q1 | $4.78M | Buy |
48,529
+5,259
| +12% | +$518K | 1.5% | 20 |
|
|
2023
Q4 | $3.87M | Buy |
43,270
+3,922
| +10% | +$351K | 1.92% | 20 |
|
|
2023
Q3 | $3.16M | Buy |
39,348
+4,853
| +14% | +$390K | 1.74% | 21 |
|
|
2023
Q2 | $3.07M | Buy |
34,495
+3,978
| +13% | +$354K | 1.26% | 24 |
|
|
2023
Q1 | $2.58M | Buy |
+30,517
| New | +$2.58M | 1.66% | 23 |
|