Flagship Harbor Advisors’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 | $282K | Sell |
2,845
-129
| -4% | -$12.8K | 0.01% | 622 |
|
|
2025
Q1 | $307K | Sell |
2,974
-211
| -7% | -$21.8K | 0.02% | 570 |
|
|
2024
Q4 | $295K | Sell |
3,185
-182
| -5% | -$16.9K | 0.02% | 584 |
|
|
2024
Q3 | $350K | Buy |
+3,367
| New | +$350K | 0.02% | 506 |
|
|
2024
Q1 | $329K | Sell |
3,312
-142
| -4% | -$14.1K | 0.02% | 497 |
|
|
2023
Q4 | $309K | Sell |
3,454
-14
| -0.4% | -$1.25K | 0.02% | 486 |
|
|
2023
Q3 | $279K | Sell |
3,468
-152
| -4% | -$12.2K | 0.02% | 487 |
|
|
2023
Q2 | $322K | Sell |
3,620
-669
| -16% | -$59.6K | 0.03% | 455 |
|
|
2023
Q1 | $362K | Sell |
4,289
-195
| -4% | -$16.5K | 0.03% | 431 |
|
|
2022
Q4 | $351K | Sell |
4,484
-118
| -3% | -$9.24K | 0.04% | 419 |
|
|
2022
Q3 | $294K | Sell |
4,602
-267
| -5% | -$17.1K | 0.03% | 447 |
|
|
2022
Q2 | $344K | Sell |
4,869
-2,039
| -30% | -$144K | 0.04% | 415 |
|
|
2022
Q1 | $532K | Sell |
6,908
-1,036
| -13% | -$79.8K | 0.05% | 340 |
|
|
2021
Q4 | $692K | Buy |
7,944
+1,990
| +33% | +$173K | 0.07% | 295 |
|
|
2021
Q3 | $487K | Hold |
5,954
| – | – | 0.05% | 356 |
|
|
2021
Q2 | $487K | Buy |
5,954
+425
| +8% | +$34.8K | 0.05% | 357 |
|
|
2021
Q1 | $378K | Sell |
5,529
-147
| -3% | -$10.1K | 0.04% | 412 |
|
|
2020
Q4 | $383K | Buy |
5,676
+143
| +3% | +$9.65K | 0.05% | 365 |
|
|
2020
Q3 | $345K | Buy |
5,533
+470
| +9% | +$29.3K | 0.05% | 326 |
|
|
2020
Q2 | $287K | Buy |
+5,063
| New | +$287K | 0.04% | 366 |
|