Excalibur 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 | $439K | Sell |
4,435
-90
| -2% | -$8.91K | 0.16% | 112 |
|
|
2025
Q1 | $467K | Hold |
4,525
| – | – | 0.18% | 104 |
|
|
2024
Q4 | $419K | Sell |
4,525
-11
| -0.2% | -$1.02K | 0.17% | 108 |
|
|
2024
Q3 | $471K | Sell |
4,536
-191
| -4% | -$19.9K | 0.18% | 108 |
|
|
2024
Q2 | $455K | Sell |
4,727
-29
| -0.6% | -$2.79K | 0.19% | 107 |
|
|
2024
Q1 | $472K | Buy |
4,756
+24
| +0.5% | +$2.38K | 0.2% | 102 |
|
|
2023
Q4 | $423K | Sell |
4,732
-91
| -2% | -$8.14K | 0.2% | 105 |
|
|
2023
Q3 | $387K | Hold |
4,823
| – | – | 0.2% | 104 |
|
|
2023
Q2 | $429K | Sell |
4,823
-172
| -3% | -$15.3K | 0.22% | 97 |
|
|
2023
Q1 | $422K | Sell |
4,995
-47
| -0.9% | -$3.97K | 0.22% | 100 |
|
|
2022
Q4 | $395K | Buy |
5,042
+5
| +0.1% | +$392 | 0.21% | 102 |
|
|
2022
Q3 | $321K | Sell |
5,037
-49
| -1% | -$3.12K | 0.18% | 111 |
|
|
2022
Q2 | $359K | Sell |
5,086
-696
| -12% | -$49.1K | 0.19% | 109 |
|
|
2022
Q1 | $445K | Sell |
5,782
-26
| -0.4% | -$2K | 0.19% | 107 |
|
|
2021
Q4 | $506K | Sell |
5,808
-8
| -0.1% | -$697 | 0.2% | 100 |
|
|
2021
Q3 | $479K | Sell |
5,816
-8
| -0.1% | -$659 | 0.21% | 100 |
|
|
2021
Q2 | $476K | Sell |
5,824
-17
| -0.3% | -$1.39K | 0.22% | 99 |
|
|
2021
Q1 | $400K | Sell |
5,841
-148
| -2% | -$10.1K | 0.2% | 102 |
|
|
2020
Q4 | $405K | Sell |
5,989
-933
| -13% | -$63.1K | 0.22% | 96 |
|
|
2020
Q3 | $432K | Buy |
6,922
+4
| +0.1% | +$250 | 0.26% | 78 |
|
|
2020
Q2 | $393K | Buy |
+6,918
| New | +$393K | 0.26% | 72 |
|