Graybill Wealth Management’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 | $5.45M | Buy |
55,011
+1,179
| +2% | +$117K | 1.78% | 26 |
|
|
2025
Q1 | $5.56M | Buy |
+53,832
| New | +$5.56M | 1.91% | 23 |
|
|
2024
Q3 | $5.6M | Sell |
53,889
-325
| -0.6% | -$33.8K | 2.08% | 21 |
|
|
2024
Q2 | $5.22M | Buy |
54,214
+690
| +1% | +$66.4K | 2.12% | 22 |
|
|
2024
Q1 | $5.31M | Buy |
53,524
+20
| +0% | +$1.99K | 2.24% | 19 |
|
|
2023
Q4 | $4.79M | Sell |
53,504
-997
| -2% | -$89.2K | 2.12% | 21 |
|
|
2023
Q3 | $4.38M | Buy |
54,501
+658
| +1% | +$52.8K | 2.14% | 20 |
|
|
2023
Q2 | $4.79M | Buy |
53,843
+966
| +2% | +$86K | 2.28% | 18 |
|
|
2023
Q1 | $4.46M | Sell |
52,877
-946
| -2% | -$79.8K | 2.27% | 16 |
|
|
2022
Q4 | $4.21M | Buy |
53,823
+216
| +0.4% | +$16.9K | 2.28% | 17 |
|
|
2022
Q3 | $3.42M | Sell |
53,607
-210
| -0.4% | -$13.4K | 2.03% | 23 |
|
|
2022
Q2 | $3.8M | Sell |
53,817
-1,383
| -3% | -$97.7K | 2.11% | 21 |
|
|
2022
Q1 | $4.25M | Buy |
55,200
+983
| +2% | +$75.6K | 2.07% | 18 |
|
|
2021
Q4 | $4.72M | Buy |
54,217
+571
| +1% | +$49.7K | 2.14% | 18 |
|
|
2021
Q3 | $4.41M | Sell |
53,646
-174
| -0.3% | -$14.3K | 2.17% | 18 |
|
|
2021
Q2 | $4.4M | Sell |
53,820
-286
| -0.5% | -$23.4K | 2.17% | 18 |
|
|
2021
Q1 | $3.7M | Buy |
54,106
+966
| +2% | +$66.1K | 1.96% | 26 |
|
|
2020
Q4 | $3.59M | Buy |
53,140
+20
| +0% | +$1.35K | 2.03% | 24 |
|
|
2020
Q3 | $3.32M | Buy |
53,120
+61
| +0.1% | +$3.81K | 2.16% | 20 |
|
|
2020
Q2 | $3.02M | Buy |
+53,059
| New | +$3.02M | 2.22% | 23 |
|