GW&K Investment 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 | $26K | Buy |
260
+26
| +11% | +$2.6K | ﹤0.01% | 647 |
|
|
2025
Q1 | $24K | Buy |
234
+32
| +16% | +$3.28K | ﹤0.01% | 616 |
|
|
2024
Q4 | $19K | Buy |
202
+4
| +2% | +$376 | ﹤0.01% | 631 |
|
|
2024
Q3 | $21K | Buy |
198
+23
| +13% | +$2.44K | ﹤0.01% | 599 |
|
|
2024
Q2 | $17K | Buy |
175
+12
| +7% | +$1.17K | ﹤0.01% | 600 |
|
|
2024
Q1 | $16K | Sell |
163
-1
| -0.6% | -$98 | ﹤0.01% | 574 |
|
|
2023
Q4 | $15K | Buy |
164
+7
| +4% | +$640 | ﹤0.01% | 576 |
|
|
2023
Q3 | $13K | Buy |
157
+3
| +2% | +$248 | ﹤0.01% | 558 |
|
|
2023
Q2 | $14K | Buy |
+154
| New | +$14K | ﹤0.01% | 529 |
|
|
2022
Q3 | – | Sell |
-35
| Closed | -$2K | – | 707 |
|
|
2022
Q2 | $2K | Buy |
35
+16
| +84% | +$914 | ﹤0.01% | 767 |
|
|
2022
Q1 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 791 |
|
|
2021
Q3 | – | Sell |
-17
| Closed | -$1K | – | 403 |
|
|
2021
Q2 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 409 |
|