Court Place 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 | $200K | Sell |
2,022
-50
| -2% | -$4.95K | 0.06% | 144 |
|
|
2025
Q1 | $214K | Sell |
2,072
-134
| -6% | -$13.8K | 0.07% | 143 |
|
|
2024
Q4 | $204K | Sell |
2,206
-316
| -13% | -$29.3K | 0.07% | 146 |
|
|
2024
Q3 | $262K | Sell |
2,522
-188
| -7% | -$19.5K | 0.08% | 147 |
|
|
2024
Q2 | $261K | Buy |
2,710
+24
| +0.9% | +$2.31K | 0.08% | 139 |
|
|
2024
Q1 | $267K | Sell |
2,686
-185
| -6% | -$18.4K | 0.09% | 134 |
|
|
2023
Q4 | $257K | Sell |
2,871
-49
| -2% | -$4.38K | 0.08% | 143 |
|
|
2023
Q3 | $235K | Sell |
2,920
-10
| -0.3% | -$803 | 0.08% | 147 |
|
|
2023
Q2 | $261K | Sell |
2,930
-58
| -2% | -$5.16K | 0.09% | 141 |
|
|
2023
Q1 | $252K | Sell |
2,988
-147
| -5% | -$12.4K | 0.09% | 144 |
|
|
2022
Q4 | $246K | Sell |
3,135
-52
| -2% | -$4.07K | 0.09% | 146 |
|
|
2022
Q3 | $203K | Sell |
3,187
-136
| -4% | -$8.66K | 0.08% | 152 |
|
|
2022
Q2 | $235K | Hold |
3,323
| – | – | 0.09% | 144 |
|
|
2022
Q1 | $256K | Sell |
3,323
-690
| -17% | -$53.2K | 0.08% | 153 |
|
|
2021
Q4 | $349K | Sell |
4,013
-16
| -0.4% | -$1.39K | 0.1% | 143 |
|
|
2021
Q3 | $332K | Sell |
4,029
-198
| -5% | -$16.3K | 0.1% | 139 |
|
|
2021
Q2 | $346K | Sell |
4,227
-56
| -1% | -$4.58K | 0.1% | 143 |
|
|
2021
Q1 | $293K | Sell |
4,283
-50
| -1% | -$3.42K | 0.09% | 148 |
|
|
2020
Q4 | $293K | Sell |
4,333
-399
| -8% | -$27K | 0.1% | 142 |
|
|
2020
Q3 | $295K | Sell |
4,732
-285
| -6% | -$17.8K | 0.11% | 131 |
|
|
2020
Q2 | $285K | Buy |
+5,017
| New | +$285K | 0.11% | 136 |
|