Harbour Investments’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 | $214K | Sell |
2,164
-46
| -2% | -$4.56K | 0.01% | 1143 |
|
|
2025
Q1 | $228K | Buy |
2,210
+9
| +0.4% | +$929 | 0.01% | 1039 |
|
|
2024
Q4 | $204K | Buy |
2,201
+27
| +1% | +$2.5K | 0.01% | 1037 |
|
|
2024
Q3 | $226K | Buy |
2,174
+222
| +11% | +$23.1K | 0.01% | 970 |
|
|
2024
Q2 | $188K | Sell |
1,952
-6
| -0.3% | -$578 | 0.01% | 971 |
|
|
2024
Q1 | $194K | Buy |
1,958
+351
| +22% | +$34.8K | 0.01% | 936 |
|
|
2023
Q4 | $144K | Buy |
1,607
+44
| +3% | +$3.94K | 0.01% | 992 |
|
|
2023
Q3 | $126K | Buy |
1,563
+22
| +1% | +$1.77K | 0.01% | 962 |
|
|
2023
Q2 | $137K | Buy |
1,541
+10
| +0.7% | +$890 | 0.01% | 930 |
|
|
2023
Q1 | $129K | Buy |
1,531
+163
| +12% | +$13.8K | 0.01% | 937 |
|
|
2022
Q4 | $107K | Buy |
1,368
+6
| +0.4% | +$470 | 0.01% | 984 |
|
|
2022
Q3 | $96K | Hold |
1,362
| – | – | 0.01% | 980 |
|
|
2022
Q2 | $96K | Buy |
+1,362
| New | +$96K | 0.01% | 980 |
|
|
2021
Q4 | $137K | Sell |
1,570
-2,508
| -62% | -$219K | 0.01% | 845 |
|
|
2021
Q3 | $336K | Sell |
4,078
-24
| -0.6% | -$1.98K | 0.01% | 800 |
|
|
2021
Q2 | $335K | Sell |
4,102
-125
| -3% | -$10.2K | 0.01% | 837 |
|
|
2021
Q1 | $289K | Buy |
+4,227
| New | +$289K | 0.01% | 812 |
|