Grimes & Company’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 | $494K | Sell |
4,986
-7
| -0.1% | -$693 | 0.01% | 268 |
|
|
2025
Q1 | $515K | Buy |
4,993
+369
| +8% | +$38.1K | 0.02% | 236 |
|
|
2024
Q4 | $428K | Sell |
4,624
-1,009
| -18% | -$93.4K | 0.01% | 268 |
|
|
2024
Q3 | $585K | Buy |
5,633
+413
| +8% | +$42.9K | 0.02% | 220 |
|
|
2024
Q2 | $502K | Sell |
5,220
-105
| -2% | -$10.1K | 0.02% | 218 |
|
|
2024
Q1 | $529K | Buy |
5,325
+183
| +4% | +$18.2K | 0.02% | 224 |
|
|
2023
Q4 | $460K | Sell |
5,142
-107
| -2% | -$9.57K | 0.02% | 227 |
|
|
2023
Q3 | $422K | Buy |
5,249
+23
| +0.4% | +$1.85K | 0.02% | 216 |
|
|
2023
Q2 | $465K | Buy |
5,226
+2
| +0% | +$178 | 0.02% | 212 |
|
|
2023
Q1 | $441K | Buy |
5,224
+2
| +0% | +$169 | 0.02% | 212 |
|
|
2022
Q4 | $409K | Sell |
5,222
-48
| -0.9% | -$3.76K | 0.02% | 221 |
|
|
2022
Q3 | $336K | Sell |
5,270
-13
| -0.2% | -$829 | 0.02% | 212 |
|
|
2022
Q2 | $373K | Buy |
5,283
+18
| +0.3% | +$1.27K | 0.02% | 210 |
|
|
2022
Q1 | $405K | Sell |
5,265
-840
| -14% | -$64.6K | 0.02% | 215 |
|
|
2021
Q4 | $532K | Buy |
6,105
+14
| +0.2% | +$1.22K | 0.02% | 198 |
|
|
2021
Q3 | $501K | Buy |
6,091
+2
| +0% | +$165 | 0.02% | 199 |
|
|
2021
Q2 | $498K | Sell |
6,089
-91
| -1% | -$7.44K | 0.02% | 198 |
|
|
2021
Q1 | $423K | Buy |
6,180
+24
| +0.4% | +$1.64K | 0.02% | 200 |
|
|
2020
Q4 | $416K | Sell |
6,156
-193
| -3% | -$13K | 0.02% | 196 |
|
|
2020
Q3 | $396K | Buy |
6,349
+568
| +10% | +$35.4K | 0.03% | 189 |
|
|
2020
Q2 | $329K | Buy |
+5,781
| New | +$329K | 0.02% | 195 |
|