Foyston, Gordon, & Payne’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 | $5.63M | Buy |
56,826
+472
| +0.8% | +$46.7K | 1.28% | 27 |
|
|
2025
Q1 | $5.82M | Buy |
56,354
+260
| +0.5% | +$26.8K | 1.44% | 25 |
|
|
2024
Q4 | $5.19M | Buy |
56,094
+156
| +0.3% | +$14.4K | 1.38% | 27 |
|
|
2024
Q3 | $5.81M | Buy |
55,938
+744
| +1% | +$77.3K | 1.45% | 26 |
|
|
2024
Q2 | $5.31M | Sell |
55,194
-623
| -1% | -$60K | 1.31% | 31 |
|
|
2024
Q1 | $5.54M | Sell |
55,817
-945
| -2% | -$93.8K | 1.33% | 31 |
|
|
2023
Q4 | $5.08M | Buy |
56,762
+939
| +2% | +$84K | 1.28% | 33 |
|
|
2023
Q3 | $4.48M | Buy |
55,823
+14
| +0% | +$1.12K | 1.22% | 32 |
|
|
2023
Q2 | $4.97M | Sell |
55,809
-758
| -1% | -$67.5K | 1.3% | 31 |
|
|
2023
Q1 | $4.77M | Sell |
56,567
-1,059
| -2% | -$89.4K | 1.28% | 34 |
|
|
2022
Q4 | $4.51M | Buy |
57,626
+338
| +0.6% | +$26.5K | 1.25% | 38 |
|
|
2022
Q3 | $3.66M | Sell |
57,288
-643
| -1% | -$41K | 1% | 37 |
|
|
2022
Q2 | $4.09M | Sell |
57,931
-1,540
| -3% | -$109K | 1.18% | 32 |
|
|
2022
Q1 | $4.58M | Sell |
59,471
-7,789
| -12% | -$599K | 1.12% | 34 |
|
|
2021
Q4 | $5.86M | Sell |
67,260
-19,731
| -23% | -$1.72M | 1.37% | 27 |
|
|
2021
Q3 | $7.16M | Sell |
86,991
-4,586
| -5% | -$377K | 1.79% | 21 |
|
|
2021
Q2 | $7.49M | Sell |
91,577
-33,455
| -27% | -$2.74M | 1.78% | 20 |
|
|
2021
Q1 | $8.56M | Sell |
125,032
-23,982
| -16% | -$1.64M | 2.02% | 16 |
|
|
2020
Q4 | $10.1M | Sell |
149,014
-11,570
| -7% | -$782K | 2.43% | 12 |
|
|
2020
Q3 | $10M | Sell |
160,584
-42,205
| -21% | -$2.63M | 2.59% | 11 |
|
|
2020
Q2 | $11.5M | Buy |
+202,789
| New | +$11.5M | 2.83% | 10 |
|