Burney Company’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 | $913K | Sell |
9,217
-528
| -5% | -$52.3K | 0.03% | 325 |
|
|
2025
Q1 | $1.01M | Sell |
9,745
-169
| -2% | -$17.4K | 0.04% | 310 |
|
|
2024
Q4 | $918K | Buy |
9,914
+60
| +0.6% | +$5.56K | 0.03% | 324 |
|
|
2024
Q3 | $1.02M | Sell |
9,854
-70
| -0.7% | -$7.28K | 0.04% | 320 |
|
|
2024
Q2 | $955K | Sell |
9,924
-417
| -4% | -$40.1K | 0.04% | 324 |
|
|
2024
Q1 | $1.03M | Sell |
10,341
-548
| -5% | -$54.4K | 0.04% | 322 |
|
|
2023
Q4 | $974K | Sell |
10,889
-291
| -3% | -$26K | 0.04% | 336 |
|
|
2023
Q3 | $898K | Sell |
11,180
-528
| -5% | -$42.4K | 0.04% | 325 |
|
|
2023
Q2 | $1.04M | Sell |
11,708
-457
| -4% | -$40.7K | 0.05% | 313 |
|
|
2023
Q1 | $1.03M | Sell |
12,165
-20
| -0.2% | -$1.69K | 0.05% | 312 |
|
|
2022
Q4 | $954K | Sell |
12,185
-788
| -6% | -$61.7K | 0.05% | 307 |
|
|
2022
Q3 | $828K | Sell |
12,973
-1,001
| -7% | -$63.9K | 0.05% | 334 |
|
|
2022
Q2 | $988K | Sell |
13,974
-1,299
| -9% | -$91.8K | 0.05% | 303 |
|
|
2022
Q1 | $1.18M | Sell |
15,273
-4,846
| -24% | -$373K | 0.05% | 308 |
|
|
2021
Q4 | $1.75M | Sell |
20,119
-111
| -0.5% | -$9.67K | 0.08% | 255 |
|
|
2021
Q3 | $1.67M | Sell |
20,230
-1,283
| -6% | -$106K | 0.08% | 244 |
|
|
2021
Q2 | $1.76M | Sell |
21,513
-884
| -4% | -$72.3K | 0.08% | 249 |
|
|
2021
Q1 | $1.53M | Sell |
22,397
-4,736
| -17% | -$324K | 0.08% | 258 |
|
|
2020
Q4 | $1.83M | Sell |
27,133
-2,649
| -9% | -$179K | 0.1% | 227 |
|
|
2020
Q3 | $1.86M | Sell |
29,782
-7,843
| -21% | -$490K | 0.12% | 216 |
|
|
2020
Q2 | $2.14M | Buy |
+37,625
| New | +$2.14M | 0.14% | 183 |
|