Delta 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 | $6.66M | Sell |
67,230
-1,015
| -1% | -$101K | 0.58% | 30 |
|
|
2025
Q1 | $7.04M | Sell |
68,245
-2,010
| -3% | -$207K | 0.67% | 31 |
|
|
2024
Q4 | $6.51M | Sell |
70,255
-639
| -0.9% | -$59.2K | 0.58% | 30 |
|
|
2024
Q3 | $7.37M | Sell |
70,894
-1,963
| -3% | -$204K | 0.63% | 30 |
|
|
2024
Q2 | $7.01M | Sell |
72,857
-763
| -1% | -$73.4K | 0.63% | 30 |
|
|
2024
Q1 | $7.31M | Buy |
73,620
+472
| +0.6% | +$46.9K | 0.65% | 30 |
|
|
2023
Q4 | $6.54M | Sell |
73,148
-1,254
| -2% | -$112K | 0.62% | 31 |
|
|
2023
Q3 | $5.98M | Buy |
74,402
+1,441
| +2% | +$116K | 0.62% | 33 |
|
|
2023
Q2 | $6.49M | Buy |
72,961
+2,364
| +3% | +$210K | 0.64% | 32 |
|
|
2023
Q1 | $5.96M | Buy |
70,597
+3,669
| +5% | +$310K | 0.63% | 34 |
|
|
2022
Q4 | $5.24M | Buy |
66,928
+63
| +0.1% | +$4.93K | 0.57% | 35 |
|
|
2022
Q3 | $4.27M | Buy |
66,865
+839
| +1% | +$53.5K | 0.52% | 38 |
|
|
2022
Q2 | $4.67M | Sell |
66,026
-715
| -1% | -$50.5K | 0.53% | 36 |
|
|
2022
Q1 | $5.14M | Buy |
66,741
+2,734
| +4% | +$210K | 0.5% | 35 |
|
|
2021
Q4 | $5.57M | Buy |
64,007
+3,518
| +6% | +$306K | 0.49% | 34 |
|
|
2021
Q3 | $4.98M | Buy |
60,489
+2,660
| +5% | +$219K | 0.48% | 34 |
|
|
2021
Q2 | $4.73M | Buy |
57,829
+645
| +1% | +$52.7K | 0.45% | 34 |
|
|
2021
Q1 | $3.91M | Buy |
57,184
+1,702
| +3% | +$116K | 0.4% | 36 |
|
|
2020
Q4 | $3.75M | Buy |
55,482
+445
| +0.8% | +$30.1K | 0.41% | 35 |
|
|
2020
Q3 | $3.44M | Sell |
55,037
-823
| -1% | -$51.4K | 0.41% | 37 |
|
|
2020
Q2 | $3.18M | Buy |
+55,860
| New | +$3.18M | 0.42% | 38 |
|