ELCO 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 | $597K | Sell |
6,027
-202
| -3% | -$20K | 0.31% | 68 |
|
|
2025
Q1 | $643K | Sell |
6,229
-446
| -7% | -$46K | 0.36% | 67 |
|
|
2024
Q4 | $618K | Hold |
6,675
| – | – | 0.32% | 69 |
|
|
2024
Q3 | $694K | Sell |
6,675
-262
| -4% | -$27.2K | 0.37% | 65 |
|
|
2024
Q2 | $668K | Hold |
6,937
| – | – | 0.39% | 60 |
|
|
2024
Q1 | $689K | Hold |
6,937
| – | – | 0.42% | 55 |
|
|
2023
Q4 | $621K | Buy |
6,937
+14
| +0.2% | +$1.25K | 0.41% | 60 |
|
|
2023
Q3 | $556K | Sell |
6,923
-117
| -2% | -$9.4K | 0.4% | 60 |
|
|
2023
Q2 | $627K | Sell |
7,040
-615
| -8% | -$54.7K | 0.45% | 54 |
|
|
2023
Q1 | $646K | Sell |
7,655
-15
| -0.2% | -$1.27K | 0.47% | 53 |
|
|
2022
Q4 | $601K | Buy |
7,670
+36
| +0.5% | +$2.82K | 0.45% | 56 |
|
|
2022
Q3 | $487K | Buy |
7,634
+6
| +0.1% | +$383 | 0.39% | 59 |
|
|
2022
Q2 | $539K | Sell |
7,628
-410
| -5% | -$29K | 0.44% | 51 |
|
|
2022
Q1 | $619K | Hold |
8,038
| – | – | 0.42% | 56 |
|
|
2021
Q4 | $700K | Sell |
8,038
-19
| -0.2% | -$1.66K | 0.5% | 51 |
|
|
2021
Q3 | $663K | Buy |
8,057
+724
| +10% | +$59.6K | 0.51% | 55 |
|
|
2021
Q2 | $600K | Buy |
7,333
+516
| +8% | +$42.2K | 0.45% | 63 |
|
|
2021
Q1 | $467K | Buy |
6,817
+525
| +8% | +$36K | 0.42% | 74 |
|
|
2020
Q4 | $425K | Sell |
6,292
-3,459
| -35% | -$234K | 0.37% | 83 |
|
|
2020
Q3 | $609K | Buy |
9,751
+2,325
| +31% | +$145K | 0.5% | 50 |
|
|
2020
Q2 | $422K | Buy |
+7,426
| New | +$422K | 0.36% | 72 |
|