Drexel Morgan & Co’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 | $425K | Hold |
4,288
| – | – | 0.08% | 45 |
|
|
2025
Q1 | $443K | Hold |
4,288
| – | – | 0.09% | 44 |
|
|
2024
Q4 | $397K | Hold |
4,288
| – | – | 0.08% | 46 |
|
|
2024
Q3 | $446K | Hold |
4,288
| – | – | 0.08% | 46 |
|
|
2024
Q2 | $413K | Hold |
4,288
| – | – | 0.09% | 44 |
|
|
2024
Q1 | $426K | Hold |
4,288
| – | – | 0.09% | 43 |
|
|
2023
Q4 | $384K | Hold |
4,288
| – | – | 0.09% | 43 |
|
|
2023
Q3 | $344K | Hold |
4,288
| – | – | 0.09% | 42 |
|
|
2023
Q2 | $382K | Hold |
4,288
| – | – | 0.1% | 42 |
|
|
2023
Q1 | $362K | Hold |
4,288
| – | – | 0.09% | 43 |
|
|
2022
Q4 | $336K | Hold |
4,288
| – | – | 0.07% | 42 |
|
|
2022
Q3 | $274K | Hold |
4,288
| – | – | 0.07% | 43 |
|
|
2022
Q2 | $303K | Hold |
4,288
| – | – | 0.08% | 42 |
|
|
2022
Q1 | $330K | Hold |
4,288
| – | – | 0.1% | 42 |
|
|
2021
Q4 | $373K | Hold |
4,288
| – | – | 0.11% | 42 |
|
|
2021
Q3 | $353K | Hold |
4,288
| – | – | 0.11% | 40 |
|
|
2021
Q2 | $351K | Hold |
4,288
| – | – | 0.1% | 59 |
|
|
2021
Q1 | $294K | Sell |
4,288
-1
| -0% | -$69 | 0.07% | 89 |
|
|
2020
Q4 | $290K | Hold |
4,289
| – | – | 0.08% | 87 |
|
|
2020
Q3 | $268K | Sell |
4,289
-3,212
| -43% | -$201K | 0.09% | 83 |
|
|
2020
Q2 | $427K | Buy |
+7,501
| New | +$427K | 0.16% | 68 |
|