Costello Asset 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 | $79.2K | Buy |
800
+31
| +4% | +$3.07K | 0.03% | 178 |
|
|
2025
Q1 | $79.3K | Buy |
769
+507
| +194% | +$52.3K | 0.03% | 177 |
|
|
2024
Q4 | $24.3K | Hold |
262
| – | – | 0.02% | 119 |
|
|
2024
Q3 | $27.2K | Hold |
262
| – | – | 0.02% | 117 |
|
|
2024
Q2 | $25.2K | Hold |
262
| – | – | 0.02% | 105 |
|
|
2024
Q1 | $26K | Hold |
262
| – | – | 0.02% | 114 |
|
|
2023
Q4 | $23.4K | Hold |
262
| – | – | 0.02% | 113 |
|
|
2023
Q3 | $21K | Hold |
262
| – | – | 0.02% | 116 |
|
|
2023
Q2 | $23.3K | Hold |
262
| – | – | 0.02% | 114 |
|
|
2023
Q1 | $22.1K | Hold |
262
| – | – | 0.02% | 119 |
|
|
2022
Q4 | $20.5K | Hold |
262
| – | – | 0.02% | 123 |
|
|
2022
Q3 | $17K | Hold |
262
| – | – | 0.02% | 134 |
|
|
2022
Q2 | $19K | Hold |
262
| – | – | 0.02% | 134 |
|
|
2022
Q1 | $20K | Hold |
262
| – | – | 0.01% | 144 |
|
|
2021
Q4 | $23K | Hold |
262
| – | – | 0.01% | 144 |
|
|
2021
Q3 | $22K | Hold |
262
| – | – | 0.01% | 146 |
|
|
2021
Q2 | $21K | Hold |
262
| – | – | 0.01% | 144 |
|
|
2021
Q1 | $18K | Hold |
262
| – | – | 0.01% | 159 |
|
|
2020
Q4 | $18K | Hold |
262
| – | – | 0.01% | 155 |
|
|
2020
Q3 | $16K | Hold |
262
| – | – | 0.01% | 140 |
|
|
2020
Q2 | $15K | Buy |
+262
| New | +$15K | 0.01% | 138 |
|