Everett Harris & Co’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $348K | Hold |
4,518
| – | – | ﹤0.01% | 257 |
|
|
2025
Q4 | $395K | Hold |
4,518
| – | – | ﹤0.01% | 252 |
|
|
2025
Q3 | $413K | Hold |
4,518
| – | – | 0.01% | 240 |
|
|
2025
Q2 | $447K | Sell |
4,518
-449
| -9% | -$43.3K | 0.01% | 233 |
|
|
2025
Q1 | $513K | Hold |
4,967
| – | – | 0.01% | 206 |
|
|
2024
Q4 | $460K | Hold |
4,967
| – | – | 0.01% | 205 |
|
|
2024
Q3 | $516K | Buy |
4,967
+300
| +6% | +$28.6K | 0.01% | 186 |
|
|
2024
Q2 | $449K | Buy |
4,667
+448
| +11% | +$43.2K | 0.01% | 189 |
|
|
2024
Q1 | $419K | Hold |
4,219
| – | – | 0.01% | 195 |
|
|
2023
Q4 | $377K | Hold |
4,219
| – | – | 0.01% | 203 |
|
|
2023
Q3 | $339K | Hold |
4,219
| – | – | 0.01% | 204 |
|
|
2023
Q2 | $376K | Hold |
4,219
| – | – | 0.01% | 196 |
|
|
2023
Q1 | $356K | Sell |
4,219
-241
| -5% | -$19.9K | 0.01% | 194 |
|
|
2022
Q4 | $349K | Hold |
4,460
| – | – | 0.01% | 199 |
|
|
2022
Q3 | $285K | Sell |
4,460
-2,550
| -36% | -$187K | 0.01% | 211 |
|
|
2022
Q2 | $495K | Hold |
7,010
| – | – | 0.01% | 181 |
|
|
2022
Q1 | $539K | Hold |
7,010
| – | – | 0.01% | 183 |
|
|
2021
Q4 | $610K | Hold |
7,010
| – | – | 0.01% | 170 |
|
|
2021
Q3 | $577K | Sell |
7,010
-49
| -0.7% | -$4.31K | 0.01% | 171 |
|
|
2021
Q2 | $577K | Hold |
7,059
| – | – | 0.01% | 171 |
|
|
2021
Q1 | $483K | Sell |
7,059
-10
| -0.1% | -$654 | 0.01% | 180 |
|
|
2020
Q4 | $478K | Sell |
7,069
-318
| -4% | -$20.6K | 0.01% | 174 |
|
|
2020
Q3 | $461K | Sell |
7,387
-537
| -7% | -$32.8K | 0.01% | 169 |
|
|
2020
Q2 | $451K | Buy |
+7,924
| New | +$411K | 0.01% | 163 |
|
Other funds holding OTIS
VCM
VPM
