Curbstone Financial Management Corp’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 | $638K | Sell |
6,448
-700
| -10% | -$69.3K | 0.13% | 147 |
|
|
2025
Q1 | $738K | Buy |
7,148
+400
| +6% | +$41.3K | 0.16% | 131 |
|
|
2024
Q4 | $625K | Buy |
6,748
+2
| +0% | +$185 | 0.13% | 142 |
|
|
2024
Q3 | $701K | Sell |
6,746
-72
| -1% | -$7.48K | 0.15% | 132 |
|
|
2024
Q2 | $656K | Hold |
6,818
| – | – | 0.14% | 135 |
|
|
2024
Q1 | $677K | Sell |
6,818
-150
| -2% | -$14.9K | 0.15% | 132 |
|
|
2023
Q4 | $623K | Hold |
6,968
| – | – | 0.14% | 139 |
|
|
2023
Q3 | $560K | Buy |
6,968
+200
| +3% | +$16.1K | 0.14% | 140 |
|
|
2023
Q2 | $602K | Sell |
6,768
-200
| -3% | -$17.8K | 0.14% | 137 |
|
|
2023
Q1 | $588K | Sell |
6,968
-600
| -8% | -$50.6K | 0.14% | 143 |
|
|
2022
Q4 | $593K | Sell |
7,568
-1,600
| -17% | -$125K | 0.15% | 142 |
|
|
2022
Q3 | $585K | Buy |
9,168
+200
| +2% | +$12.8K | 0.15% | 139 |
|
|
2022
Q2 | $634K | Buy |
8,968
+842
| +10% | +$59.5K | 0.15% | 139 |
|
|
2022
Q1 | $625K | Hold |
8,126
| – | – | 0.12% | 161 |
|
|
2021
Q4 | $708K | Buy |
8,126
+300
| +4% | +$26.1K | 0.13% | 156 |
|
|
2021
Q3 | $644K | Sell |
7,826
-224
| -3% | -$18.4K | 0.12% | 158 |
|
|
2021
Q2 | $658K | Sell |
8,050
-350
| -4% | -$28.6K | 0.12% | 157 |
|
|
2021
Q1 | $575K | Sell |
8,400
-224
| -3% | -$15.3K | 0.11% | 158 |
|
|
2020
Q4 | $583K | Sell |
8,624
-2,778
| -24% | -$188K | 0.12% | 147 |
|
|
2020
Q3 | $712K | Sell |
11,402
-498
| -4% | -$31.1K | 0.17% | 126 |
|
|
2020
Q2 | $677K | Buy |
+11,900
| New | +$677K | 0.18% | 125 |
|