Foster & Motley’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 | $344K | Sell |
3,470
-116
| -3% | -$11.5K | 0.02% | 330 |
|
|
2025
Q1 | $370K | Sell |
3,586
-148
| -4% | -$15.3K | 0.02% | 313 |
|
|
2024
Q4 | $346K | Hold |
3,734
| – | – | 0.02% | 317 |
|
|
2024
Q3 | $388K | Buy |
3,734
+29
| +0.8% | +$3.01K | 0.02% | 307 |
|
|
2024
Q2 | $357K | Sell |
3,705
-65
| -2% | -$6.26K | 0.02% | 306 |
|
|
2024
Q1 | $374K | Hold |
3,770
| – | – | 0.03% | 292 |
|
|
2023
Q4 | $337K | Buy |
3,770
+65
| +2% | +$5.81K | 0.03% | 307 |
|
|
2023
Q3 | $298K | Sell |
3,705
-621
| -14% | -$49.9K | 0.02% | 322 |
|
|
2023
Q2 | $385K | Sell |
4,326
-348
| -7% | -$31K | 0.03% | 310 |
|
|
2023
Q1 | $394K | Hold |
4,674
| – | – | 0.03% | 305 |
|
|
2022
Q4 | $366K | Sell |
4,674
-5
| -0.1% | -$392 | 0.03% | 308 |
|
|
2022
Q3 | $299K | Sell |
4,679
-401
| -8% | -$25.6K | 0.03% | 305 |
|
|
2022
Q2 | $359K | Sell |
5,080
-37
| -0.7% | -$2.62K | 0.03% | 286 |
|
|
2022
Q1 | $394K | Sell |
5,117
-94
| -2% | -$7.24K | 0.03% | 280 |
|
|
2021
Q4 | $454K | Buy |
5,211
+35
| +0.7% | +$3.05K | 0.04% | 261 |
|
|
2021
Q3 | $426K | Hold |
5,176
| – | – | 0.04% | 252 |
|
|
2021
Q2 | $423K | Sell |
5,176
-52
| -1% | -$4.25K | 0.04% | 250 |
|
|
2021
Q1 | $358K | Sell |
5,228
-42
| -0.8% | -$2.88K | 0.03% | 249 |
|
|
2020
Q4 | $356K | Sell |
5,270
-134
| -2% | -$9.05K | 0.03% | 239 |
|
|
2020
Q3 | $337K | Sell |
5,404
-10,720
| -66% | -$669K | 0.04% | 222 |
|
|
2020
Q2 | $917K | Buy |
+16,124
| New | +$917K | 0.11% | 153 |
|