F.L. Putnam Investment 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 | $254K | Sell |
2,563
-20
| -0.8% | -$1.98K | ﹤0.01% | 521 |
|
|
2025
Q1 | $267K | Sell |
2,583
-625
| -19% | -$64.5K | 0.01% | 511 |
|
|
2024
Q4 | $297K | Sell |
3,208
-173
| -5% | -$16K | 0.01% | 491 |
|
|
2024
Q3 | $346K | Buy |
3,381
+94
| +3% | +$9.63K | 0.01% | 482 |
|
|
2024
Q2 | $316K | Sell |
3,287
-687
| -17% | -$66.1K | 0.01% | 484 |
|
|
2024
Q1 | $395K | Buy |
3,974
+27
| +0.7% | +$2.68K | 0.01% | 370 |
|
|
2023
Q4 | $353K | Sell |
3,947
-118
| -3% | -$10.6K | 0.01% | 394 |
|
|
2023
Q3 | $326K | Sell |
4,065
-207
| -5% | -$16.6K | 0.01% | 398 |
|
|
2023
Q2 | $380K | Buy |
4,272
+470
| +12% | +$41.8K | 0.01% | 386 |
|
|
2023
Q1 | $321K | Buy |
3,802
+311
| +9% | +$26.3K | 0.01% | 354 |
|
|
2022
Q4 | $273K | Sell |
3,491
-55
| -2% | -$4.31K | 0.01% | 357 |
|
|
2022
Q3 | $226K | Sell |
3,546
-341
| -9% | -$21.7K | 0.01% | 372 |
|
|
2022
Q2 | $275K | Sell |
3,887
-1,244
| -24% | -$88K | 0.01% | 350 |
|
|
2022
Q1 | $395K | Sell |
5,131
-3,583
| -41% | -$276K | 0.01% | 306 |
|
|
2021
Q4 | $759K | Buy |
8,714
+3,108
| +55% | +$271K | 0.02% | 253 |
|
|
2021
Q3 | $461K | Sell |
5,606
-25
| -0.4% | -$2.06K | 0.02% | 282 |
|
|
2021
Q2 | $460K | Sell |
5,631
-42
| -0.7% | -$3.43K | 0.02% | 291 |
|
|
2021
Q1 | $388K | Buy |
5,673
+925
| +19% | +$63.3K | 0.02% | 278 |
|
|
2020
Q4 | $321K | Sell |
4,748
-231
| -5% | -$15.6K | 0.02% | 266 |
|
|
2020
Q3 | $311K | Sell |
4,979
-297
| -6% | -$18.6K | 0.02% | 243 |
|
|
2020
Q2 | $300K | Buy |
+5,276
| New | +$300K | 0.02% | 252 |
|