Folger Nolan Fleming Douglas Capital Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Sell |
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|
2025
Q1 | $605K | Hold |
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|
2024
Q4 | $543K | Sell |
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|
2024
Q3 | $627K | Sell |
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|
2024
Q2 | $626K | Sell |
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|
2024
Q1 | $649K | Hold |
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|
2023
Q4 | $585K | Sell |
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|
2023
Q3 | $561K | Sell |
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|
2023
Q2 | $652K | Sell |
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|
2023
Q1 | $631K | Sell |
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|
2022
Q4 | $609K | Hold |
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|
2022
Q3 | $496K | Hold |
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|
2022
Q2 | $550K | Sell |
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|
2022
Q1 | $618K | Sell |
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|
2021
Q4 | $704K | Sell |
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|
2021
Q3 | $714K | Sell |
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|
2021
Q2 | $725K | Sell |
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|
2021
Q1 | $642K | Sell |
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|
2020
Q4 | $673K | Sell |
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|
2020
Q3 | $659K | Sell |
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|
2020
Q2 | $658K | Buy |
|