Bull Street 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 | $542K | Hold |
5,470
| – | – | 0.26% | 72 |
|
|
2025
Q1 | $565K | Sell |
5,470
-162
| -3% | -$16.7K | 0.27% | 70 |
|
|
2024
Q4 | $522K | Hold |
5,632
| – | – | 0.25% | 73 |
|
|
2024
Q3 | $585K | Sell |
5,632
-13
| -0.2% | -$1.35K | 0.27% | 72 |
|
|
2024
Q2 | $543K | Sell |
5,645
-35
| -0.6% | -$3.37K | 0.26% | 73 |
|
|
2024
Q1 | $564K | Buy |
5,680
+500
| +10% | +$49.6K | 0.27% | 72 |
|
|
2023
Q4 | $463K | Hold |
5,180
| – | – | 0.23% | 74 |
|
|
2023
Q3 | $416K | Hold |
5,180
| – | – | 0.22% | 73 |
|
|
2023
Q2 | $461K | Sell |
5,180
-17
| -0.3% | -$1.51K | 0.24% | 75 |
|
|
2023
Q1 | $439K | Hold |
5,197
| – | – | 0.23% | 76 |
|
|
2022
Q4 | $407K | Hold |
5,197
| – | – | 0.21% | 78 |
|
|
2022
Q3 | $332K | Hold |
5,197
| – | – | 0.19% | 78 |
|
|
2022
Q2 | $367K | Hold |
5,197
| – | – | 0.2% | 77 |
|
|
2022
Q1 | $400K | Hold |
5,197
| – | – | 0.19% | 76 |
|
|
2021
Q4 | $453K | Hold |
5,197
| – | – | 0.22% | 75 |
|
|
2021
Q3 | $428K | Hold |
5,197
| – | – | 0.22% | 74 |
|
|
2021
Q2 | $425K | Sell |
5,197
-94
| -2% | -$7.69K | 0.23% | 74 |
|
|
2021
Q1 | $362K | Buy |
5,291
+41
| +0.8% | +$2.81K | 0.2% | 75 |
|
|
2020
Q4 | $355K | Sell |
5,250
-259
| -5% | -$17.5K | 0.21% | 74 |
|
|
2020
Q3 | $344K | Sell |
5,509
-332
| -6% | -$20.7K | 0.23% | 69 |
|
|
2020
Q2 | $332K | Buy |
+5,841
| New | +$332K | 0.26% | 69 |
|