Eagle Bay Advisors’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-760
| Closed | -$70.3K | – | 707 |
|
|
2024
Q4 | $70.3K | Sell |
760
-77
| -9% | -$7.13K | 0.04% | 285 |
|
|
2024
Q3 | $86.9K | Sell |
837
-8
| -0.9% | -$831 | 0.03% | 334 |
|
|
2024
Q2 | $81.3K | Sell |
845
-126
| -13% | -$12.1K | 0.05% | 264 |
|
|
2024
Q1 | $96.3K | Buy |
971
+35
| +4% | +$3.47K | 0.06% | 218 |
|
|
2023
Q4 | $83.7K | Sell |
936
-148
| -14% | -$13.2K | 0.05% | 231 |
|
|
2023
Q3 | $87K | Buy |
1,084
+117
| +12% | +$9.39K | 0.04% | 281 |
|
|
2023
Q2 | $86.1K | Sell |
967
-33
| -3% | -$2.94K | 0.05% | 246 |
|
|
2023
Q1 | $84.4K | Sell |
1,000
-148
| -13% | -$12.5K | 0.05% | 283 |
|
|
2022
Q4 | $89.9K | Buy |
1,148
+305
| +36% | +$23.9K | 0.05% | 260 |
|
|
2022
Q3 | $54K | Sell |
843
-39
| -4% | -$2.5K | 0.03% | 320 |
|
|
2022
Q2 | $62.3K | Buy |
882
+875
| +12,500% | +$61.8K | 0.04% | 307 |
|
|
2022
Q1 | $1K | Sell |
7
-924
| -99% | -$132K | ﹤0.01% | 288 |
|
|
2021
Q4 | $81K | Sell |
931
-705
| -43% | -$61.3K | 0.05% | 225 |
|
|
2021
Q3 | $136K | Buy |
1,636
+765
| +88% | +$63.6K | 0.08% | 176 |
|
|
2021
Q2 | $73K | Buy |
+871
| New | +$73K | 0.06% | 216 |
|