Haverford Trust 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 | $303K | Buy |
3,063
+1,010
| +49% | +$100K | ﹤0.01% | 356 |
|
|
2025
Q1 | $212K | Sell |
2,053
-125
| -6% | -$12.9K | ﹤0.01% | 383 |
|
|
2024
Q4 | $202K | Sell |
2,178
-150
| -6% | -$13.9K | ﹤0.01% | 382 |
|
|
2024
Q3 | $242K | Buy |
2,328
+180
| +8% | +$18.7K | ﹤0.01% | 382 |
|
|
2024
Q2 | $207K | Buy |
2,148
+72
| +3% | +$6.93K | ﹤0.01% | 388 |
|
|
2024
Q1 | $206K | Buy |
+2,076
| New | +$206K | ﹤0.01% | 370 |
|
|
2022
Q2 | – | Sell |
-2,963
| Closed | -$228K | – | 356 |
|
|
2022
Q1 | $228K | Buy |
+2,963
| New | +$228K | ﹤0.01% | 338 |
|
|
2021
Q3 | – | Sell |
-3,361
| Closed | -$275K | – | 364 |
|
|
2021
Q2 | $275K | Buy |
3,361
+226
| +7% | +$18.5K | ﹤0.01% | 307 |
|
|
2021
Q1 | $215K | Buy |
+3,135
| New | +$215K | ﹤0.01% | 302 |
|
|
2020
Q4 | – | Sell |
-3,547
| Closed | -$221K | – | 303 |
|
|
2020
Q3 | $221K | Sell |
3,547
-3,792
| -52% | -$236K | ﹤0.01% | 268 |
|
|
2020
Q2 | $417K | Buy |
+7,339
| New | +$417K | 0.01% | 211 |
|