ECM
Estabrook Capital Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $97.2K | Sell |
982
-164
| -14% | -$16.2K | 0.02% | 151 |
|
|
2025
Q1 | $118K | Hold |
1,146
| – | – | 0.02% | 145 |
|
|
2024
Q4 | $106K | Hold |
1,146
| – | – | 0.02% | 152 |
|
|
2024
Q3 | $119K | Hold |
1,146
| – | – | 0.02% | 155 |
|
|
2024
Q2 | $110K | Hold |
1,146
| – | – | 0.02% | 155 |
|
|
2024
Q1 | $114K | Sell |
1,146
-120
| -9% | -$11.9K | 0.02% | 153 |
|
|
2023
Q4 | $113K | Hold |
1,266
| – | – | 0.02% | 152 |
|
|
2023
Q3 | $102K | Sell |
1,266
-81
| -6% | -$6.51K | 0.02% | 160 |
|
|
2023
Q2 | $120K | Sell |
1,347
-300
| -18% | -$26.7K | 0.02% | 155 |
|
|
2023
Q1 | $139K | Hold |
1,647
| – | – | 0.02% | 148 |
|
|
2022
Q4 | $129K | Hold |
1,647
| – | – | 0.02% | 153 |
|
|
2022
Q3 | $105K | Sell |
1,647
-270
| -14% | -$17.2K | 0.02% | 160 |
|
|
2022
Q2 | $135K | Buy |
1,917
+540
| +39% | +$38.2K | 0.02% | 152 |
|
|
2022
Q1 | $106K | Sell |
1,377
-837
| -38% | -$64.4K | 0.02% | 177 |
|
|
2021
Q4 | $193K | Sell |
2,214
-236
| -10% | -$20.5K | 0.03% | 145 |
|
|
2021
Q3 | $202K | Sell |
2,450
-547
| -18% | -$45K | 0.03% | 130 |
|
|
2021
Q2 | $245K | Sell |
2,997
-235
| -7% | -$19.2K | 0.04% | 127 |
|
|
2021
Q1 | $221K | Sell |
3,232
-1,029
| -24% | -$70.4K | 0.03% | 130 |
|
|
2020
Q4 | $288K | Sell |
4,261
-1,641
| -28% | -$111K | 0.05% | 117 |
|
|
2020
Q3 | $368K | Sell |
5,902
-611
| -9% | -$38.1K | 0.07% | 100 |
|
|
2020
Q2 | $370K | Buy |
+6,513
| New | +$370K | 0.07% | 94 |
|