Fiduciary Group’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 | $385K | Sell |
3,886
-200
| -5% | -$19.8K | 0.04% | 218 |
|
|
2025
Q1 | $422K | Hold |
4,086
| – | – | 0.04% | 207 |
|
|
2024
Q4 | $378K | Hold |
4,086
| – | – | 0.04% | 213 |
|
|
2024
Q3 | $425K | Hold |
4,086
| – | – | 0.04% | 204 |
|
|
2024
Q2 | $393K | Hold |
4,086
| – | – | 0.04% | 207 |
|
|
2024
Q1 | $406K | Buy |
4,086
+125
| +3% | +$12.4K | 0.04% | 203 |
|
|
2023
Q4 | $354K | Sell |
3,961
-137
| -3% | -$12.3K | 0.04% | 209 |
|
|
2023
Q3 | $329K | Hold |
4,098
| – | – | 0.04% | 195 |
|
|
2023
Q2 | $365K | Sell |
4,098
-285
| -7% | -$25.4K | 0.04% | 187 |
|
|
2023
Q1 | $370K | Buy |
4,383
+60
| +1% | +$5.06K | 0.05% | 184 |
|
|
2022
Q4 | $339K | Hold |
4,323
| – | – | 0.05% | 184 |
|
|
2022
Q3 | $327K | Sell |
4,323
-238
| -5% | -$18K | 0.04% | 188 |
|
|
2022
Q2 | $368K | Sell |
4,561
-81
| -2% | -$6.54K | 0.05% | 180 |
|
|
2022
Q1 | $338K | Sell |
4,642
-493
| -10% | -$35.9K | 0.04% | 175 |
|
|
2021
Q4 | $447K | Sell |
5,135
-219
| -4% | -$19.1K | 0.05% | 165 |
|
|
2021
Q3 | $430K | Sell |
5,354
-38
| -0.7% | -$3.05K | 0.05% | 166 |
|
|
2021
Q2 | $490K | Hold |
5,392
| – | – | 0.06% | 158 |
|
|
2021
Q1 | $420K | Sell |
5,392
-998
| -16% | -$77.7K | 0.05% | 163 |
|
|
2020
Q4 | $405K | Sell |
6,390
-1,776
| -22% | -$113K | 0.05% | 158 |
|
|
2020
Q3 | $510K | Sell |
8,166
-9,814
| -55% | -$613K | 0.08% | 137 |
|
|
2020
Q2 | $1.02M | Buy |
+17,980
| New | +$1.02M | 0.17% | 89 |
|