Greenwood Gearhart’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,157
| Closed | -$224K | – | 135 |
|
|
2024
Q3 | $224K | Hold |
2,157
| – | – | 0.02% | 100 |
|
|
2024
Q2 | $208K | Sell |
2,157
-190
| -8% | -$18.3K | 0.02% | 105 |
|
|
2024
Q1 | $233K | Sell |
2,347
-28
| -1% | -$2.78K | 0.02% | 92 |
|
|
2023
Q4 | $213K | Sell |
2,375
-141,493
| -98% | -$12.7M | 0.02% | 92 |
|
|
2023
Q3 | $11.6M | Buy |
143,868
+3,792
| +3% | +$305K | 1.37% | 35 |
|
|
2023
Q2 | $12.5M | Buy |
140,076
+4,716
| +3% | +$420K | 1.45% | 31 |
|
|
2023
Q1 | $11.4M | Buy |
135,360
+33,462
| +33% | +$2.82M | 1.45% | 31 |
|
|
2022
Q4 | $7.98M | Buy |
101,898
+4,705
| +5% | +$368K | 1.13% | 42 |
|
|
2022
Q3 | $6.2M | Buy |
97,193
+4,863
| +5% | +$310K | 0.98% | 47 |
|
|
2022
Q2 | $6.53M | Buy |
92,330
+5,627
| +6% | +$398K | 1.04% | 45 |
|
|
2022
Q1 | $6.67M | Buy |
86,703
+21,352
| +33% | +$1.64M | 0.92% | 47 |
|
|
2021
Q4 | $5.69M | Buy |
65,351
+3,298
| +5% | +$287K | 0.78% | 49 |
|
|
2021
Q3 | $5.11M | Buy |
62,053
+4,352
| +8% | +$358K | 0.79% | 48 |
|
|
2021
Q2 | $4.72M | Buy |
57,701
+1,534
| +3% | +$125K | 0.76% | 49 |
|
|
2021
Q1 | $3.85M | Buy |
56,167
+11,223
| +25% | +$768K | 0.68% | 48 |
|
|
2020
Q4 | $3.04M | Buy |
44,944
+13,753
| +44% | +$929K | 0.59% | 47 |
|
|
2020
Q3 | $1.95M | Buy |
31,191
+2,219
| +8% | +$139K | 0.45% | 48 |
|
|
2020
Q2 | $1.65M | Buy |
+28,972
| New | +$1.65M | 0.43% | 50 |
|