GAMCO Investors’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 | $366K | Hold |
3,700
| – | – | ﹤0.01% | 894 |
|
2025
Q1 | $382K | Sell |
3,700
-20
| -0.5% | -$2.06K | ﹤0.01% | 714 |
|
2024
Q4 | $345K | Hold |
3,720
| – | – | ﹤0.01% | 752 |
|
2024
Q3 | $387K | Hold |
3,720
| – | – | ﹤0.01% | 732 |
|
2024
Q2 | $358K | Sell |
3,720
-26
| -0.7% | -$2.5K | ﹤0.01% | 739 |
|
2024
Q1 | $372K | Sell |
3,746
-100
| -3% | -$9.93K | ﹤0.01% | 730 |
|
2023
Q4 | $344K | Sell |
3,846
-1,500
| -28% | -$134K | ﹤0.01% | 734 |
|
2023
Q3 | $429K | Sell |
5,346
-1,450
| -21% | -$116K | 0.01% | 697 |
|
2023
Q2 | $605K | Sell |
6,796
-8
| -0.1% | -$712 | 0.01% | 656 |
|
2023
Q1 | $574K | Sell |
6,804
-1,700
| -20% | -$143K | 0.01% | 676 |
|
2022
Q4 | $666K | Sell |
8,504
-1,330
| -14% | -$104K | 0.01% | 659 |
|
2022
Q3 | $627K | Hold |
9,834
| – | – | 0.01% | 649 |
|
2022
Q2 | $695K | Sell |
9,834
-4,750
| -33% | -$336K | 0.01% | 644 |
|
2022
Q1 | $1.12M | Sell |
14,584
-2,866
| -16% | -$220K | 0.01% | 595 |
|
2021
Q4 | $1.52M | Sell |
17,450
-4,160
| -19% | -$362K | 0.01% | 551 |
|
2021
Q3 | $1.78M | Sell |
21,610
-679
| -3% | -$55.9K | 0.02% | 528 |
|
2021
Q2 | $1.82M | Sell |
22,289
-3,505
| -14% | -$287K | 0.02% | 539 |
|
2021
Q1 | $1.77M | Sell |
25,794
-3,050
| -11% | -$209K | 0.02% | 534 |
|
2020
Q4 | $1.95M | Buy |
28,844
+413
| +1% | +$27.9K | 0.02% | 489 |
|
2020
Q3 | $1.78M | Sell |
28,431
-8,068
| -22% | -$504K | 0.02% | 481 |
|
2020
Q2 | $2.08M | Buy |
+36,499
| New | +$2.08M | 0.02% | 453 |
|