Ferguson Wellman Capital 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 | $413K | Sell |
4,168
-742
| -15% | -$73.5K | 0.01% | 264 |
|
|
2025
Q1 | $507K | Buy |
4,910
+640
| +15% | +$66K | 0.01% | 240 |
|
|
2024
Q4 | $395K | Sell |
4,270
-817
| -16% | -$75.7K | 0.01% | 270 |
|
|
2024
Q3 | $529K | Sell |
5,087
-60
| -1% | -$6.24K | 0.01% | 240 |
|
|
2024
Q2 | $495K | Sell |
5,147
-8,117
| -61% | -$781K | 0.01% | 244 |
|
|
2024
Q1 | $1.32M | Sell |
13,264
-1,524
| -10% | -$151K | 0.03% | 169 |
|
|
2023
Q4 | $1.32M | Sell |
14,788
-441
| -3% | -$39.5K | 0.03% | 168 |
|
|
2023
Q3 | $1.22M | Sell |
15,229
-527
| -3% | -$42.3K | 0.03% | 162 |
|
|
2023
Q2 | $1.4M | Sell |
15,756
-626
| -4% | -$55.7K | 0.03% | 163 |
|
|
2023
Q1 | $1.38M | Sell |
16,382
-28
| -0.2% | -$2.36K | 0.03% | 160 |
|
|
2022
Q4 | $1.29M | Buy |
16,410
+358
| +2% | +$28K | 0.03% | 172 |
|
|
2022
Q3 | $1.02M | Sell |
16,052
-139
| -0.9% | -$8.87K | 0.04% | 157 |
|
|
2022
Q2 | $1.14M | Sell |
16,191
-1,335
| -8% | -$94.3K | 0.04% | 159 |
|
|
2022
Q1 | $1.35M | Sell |
17,526
-806
| -4% | -$62K | 0.04% | 163 |
|
|
2021
Q4 | $1.6M | Sell |
18,332
-2,802
| -13% | -$244K | 0.05% | 150 |
|
|
2021
Q3 | $1.74M | Sell |
21,134
-375
| -2% | -$30.9K | 0.06% | 144 |
|
|
2021
Q2 | $1.76M | Buy |
21,509
+962
| +5% | +$78.7K | 0.06% | 139 |
|
|
2021
Q1 | $1.41M | Sell |
20,547
-338
| -2% | -$23.1K | 0.05% | 149 |
|
|
2020
Q4 | $1.41M | Sell |
20,885
-307
| -1% | -$20.7K | 0.03% | 199 |
|
|
2020
Q3 | $1.32M | Buy |
21,192
+2,282
| +12% | +$142K | 0.04% | 188 |
|
|
2020
Q2 | $1.08M | Buy |
+18,910
| New | +$1.08M | 0.03% | 198 |
|