Douglas Lane & Associates’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 | $256K | Sell |
2,588
-166
| -6% | -$16.4K | ﹤0.01% | 216 |
|
|
2025
Q1 | $284K | Sell |
2,754
-71
| -3% | -$7.33K | ﹤0.01% | 210 |
|
|
2024
Q4 | $262K | Sell |
2,825
-40
| -1% | -$3.7K | ﹤0.01% | 214 |
|
|
2024
Q3 | $298K | Sell |
2,865
-531
| -16% | -$55.2K | ﹤0.01% | 210 |
|
|
2024
Q2 | $327K | Buy |
3,396
+450
| +15% | +$43.3K | ﹤0.01% | 201 |
|
|
2024
Q1 | $292K | Sell |
2,946
-239
| -8% | -$23.7K | ﹤0.01% | 209 |
|
|
2023
Q4 | $285K | Hold |
3,185
| – | – | ﹤0.01% | 209 |
|
|
2023
Q3 | $256K | Buy |
+3,185
| New | +$256K | ﹤0.01% | 212 |
|
|
2021
Q4 | – | Sell |
-2,796
| Closed | -$230K | – | 233 |
|
|
2021
Q3 | $230K | Sell |
2,796
-255
| -8% | -$21K | ﹤0.01% | 211 |
|
|
2021
Q2 | $249K | Sell |
3,051
-68
| -2% | -$5.55K | ﹤0.01% | 206 |
|
|
2021
Q1 | $213K | Buy |
3,119
+1
| +0% | +$68 | ﹤0.01% | 209 |
|
|
2020
Q4 | $211K | Sell |
3,118
-436
| -12% | -$29.5K | ﹤0.01% | 202 |
|
|
2020
Q3 | $222K | Sell |
3,554
-878
| -20% | -$54.8K | ﹤0.01% | 191 |
|
|
2020
Q2 | $252K | Buy |
+4,432
| New | +$252K | 0.01% | 188 |
|