D.J. St. Germain’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 | $299K | Buy |
3,019
+290
| +11% | +$28.7K | 0.01% | 258 |
|
|
2025
Q1 | $282K | Sell |
2,729
-144
| -5% | -$14.9K | 0.01% | 247 |
|
|
2024
Q4 | $266K | Hold |
2,873
| – | – | 0.01% | 266 |
|
|
2024
Q3 | $299K | Sell |
2,873
-51
| -2% | -$5.3K | 0.01% | 241 |
|
|
2024
Q2 | $281K | Sell |
2,924
-107
| -4% | -$10.3K | 0.01% | 239 |
|
|
2024
Q1 | $301K | Sell |
3,031
-20
| -0.7% | -$1.99K | 0.01% | 239 |
|
|
2023
Q4 | $273K | Sell |
3,051
-30
| -1% | -$2.68K | 0.01% | 238 |
|
|
2023
Q3 | $247K | Buy |
3,081
+155
| +5% | +$12.4K | 0.01% | 232 |
|
|
2023
Q2 | $260K | Buy |
+2,926
| New | +$260K | 0.01% | 231 |
|
|
2022
Q4 | $222 | Sell |
2,834
-55
| -2% | -$4 | ﹤0.01% | 396 |
|
|
2022
Q3 | $204K | Hold |
2,889
| – | – | 0.01% | 224 |
|
|
2022
Q2 | $204K | Sell |
2,889
-12
| -0.4% | -$847 | 0.01% | 224 |
|
|
2022
Q1 | $223K | Sell |
2,901
-97
| -3% | -$7.46K | 0.01% | 228 |
|
|
2021
Q4 | $261K | Sell |
2,998
-206
| -6% | -$17.9K | 0.01% | 219 |
|
|
2021
Q3 | $264K | Sell |
3,204
-879
| -22% | -$72.4K | 0.02% | 210 |
|
|
2021
Q2 | $334K | Sell |
4,083
-17
| -0.4% | -$1.39K | 0.02% | 198 |
|
|
2021
Q1 | $281K | Sell |
4,100
-201
| -5% | -$13.8K | 0.02% | 202 |
|
|
2020
Q4 | $291K | Sell |
4,301
-176
| -4% | -$11.9K | 0.02% | 201 |
|
|
2020
Q3 | $279K | Sell |
4,477
-662
| -13% | -$41.3K | 0.02% | 190 |
|
|
2020
Q2 | $292K | Buy |
+5,139
| New | +$292K | 0.03% | 185 |
|