Crestwood Advisors Group’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 | $319K | Sell |
3,218
-44
| -1% | -$4.36K | 0.01% | 429 |
|
|
2025
Q1 | $337K | Buy |
3,262
+490
| +18% | +$50.6K | 0.01% | 399 |
|
|
2024
Q4 | $257K | Buy |
2,772
+71
| +3% | +$6.58K | ﹤0.01% | 405 |
|
|
2024
Q3 | $281K | Buy |
2,701
+273
| +11% | +$28.4K | 0.01% | 379 |
|
|
2024
Q2 | $234K | Buy |
2,428
+51
| +2% | +$4.91K | ﹤0.01% | 390 |
|
|
2024
Q1 | $236K | Buy |
2,377
+136
| +6% | +$13.5K | 0.01% | 386 |
|
|
2023
Q4 | $201K | Buy |
+2,241
| New | +$201K | ﹤0.01% | 393 |
|
|
2023
Q3 | – | Sell |
-3,024
| Closed | -$269K | – | 370 |
|
|
2023
Q2 | $269K | Sell |
3,024
-186
| -6% | -$16.6K | 0.01% | 222 |
|
|
2023
Q1 | $271K | Buy |
3,210
+34
| +1% | +$2.87K | 0.01% | 229 |
|
|
2022
Q4 | $249K | Sell |
3,176
-893
| -22% | -$69.9K | 0.01% | 237 |
|
|
2022
Q3 | $260K | Sell |
4,069
-867
| -18% | -$55.4K | 0.01% | 229 |
|
|
2022
Q2 | $349K | Sell |
4,936
-349
| -7% | -$24.7K | 0.01% | 210 |
|
|
2022
Q1 | $407K | Sell |
5,285
-1,287
| -20% | -$99.1K | 0.01% | 214 |
|
|
2021
Q4 | $572K | Sell |
6,572
-2,445
| -27% | -$213K | 0.01% | 195 |
|
|
2021
Q3 | $742K | Sell |
9,017
-444
| -5% | -$36.5K | 0.02% | 169 |
|
|
2021
Q2 | $774K | Sell |
9,461
-1,184
| -11% | -$96.9K | 0.02% | 170 |
|
|
2021
Q1 | $729K | Sell |
10,645
-18,821
| -64% | -$1.29M | 0.02% | 168 |
|
|
2020
Q4 | $1.99M | Sell |
29,466
-725
| -2% | -$49K | 0.07% | 119 |
|
|
2020
Q3 | $1.88M | Sell |
30,191
-3,049
| -9% | -$190K | 0.07% | 107 |
|
|
2020
Q2 | $1.89M | Buy |
+33,240
| New | +$1.89M | 0.08% | 107 |
|