Harbor Investment Advisory’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 | $161K | Hold |
1,628
| – | – | 0.01% | 405 |
|
|
2025
Q1 | $168K | Sell |
1,628
-27
| -2% | -$2.79K | 0.02% | 389 |
|
|
2024
Q4 | $153K | Hold |
1,655
| – | – | 0.01% | 384 |
|
|
2024
Q3 | $172K | Sell |
1,655
-7
| -0.4% | -$728 | 0.02% | 364 |
|
|
2024
Q2 | $160K | Buy |
1,662
+7
| +0.4% | +$674 | 0.02% | 369 |
|
|
2024
Q1 | $164K | Sell |
1,655
-80
| -5% | -$7.94K | 0.02% | 371 |
|
|
2023
Q4 | $155K | Buy |
1,735
+82
| +5% | +$7.34K | 0.02% | 363 |
|
|
2023
Q3 | $133K | Sell |
1,653
-425
| -20% | -$34.1K | 0.02% | 363 |
|
|
2023
Q2 | $185K | Sell |
2,078
-253
| -11% | -$22.5K | 0.03% | 360 |
|
|
2023
Q1 | $197K | Sell |
2,331
-741
| -24% | -$62.5K | 0.03% | 350 |
|
|
2022
Q4 | $241K | Hold |
3,072
| – | – | 0.04% | 312 |
|
|
2022
Q3 | $196K | Sell |
3,072
-373
| -11% | -$23.8K | 0.03% | 332 |
|
|
2022
Q2 | $243K | Sell |
3,445
-198
| -5% | -$14K | 0.04% | 302 |
|
|
2022
Q1 | $280K | Sell |
3,643
-25
| -0.7% | -$1.92K | 0.04% | 304 |
|
|
2021
Q4 | $319K | Buy |
3,668
+358
| +11% | +$31.1K | 0.04% | 289 |
|
|
2021
Q3 | $272K | Sell |
3,310
-98
| -3% | -$8.05K | 0.04% | 304 |
|
|
2021
Q2 | $279K | Sell |
3,408
-56
| -2% | -$4.59K | 0.04% | 303 |
|
|
2021
Q1 | $237K | Sell |
3,464
-458
| -12% | -$31.3K | 0.04% | 309 |
|
|
2020
Q4 | $265K | Sell |
3,922
-42
| -1% | -$2.84K | 0.04% | 260 |
|
|
2020
Q3 | $247K | Sell |
3,964
-453
| -10% | -$28.2K | 0.05% | 240 |
|
|
2020
Q2 | $251K | Buy |
+4,417
| New | +$251K | 0.05% | 233 |
|