Hazlett, Burt & Watson’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Hold |
3,000
| – | – | 0.12% | 158 |
|
|
2025
Q1 | $309K | Sell |
3,000
-145
| -5% | -$14.9K | 0.14% | 143 |
|
|
2024
Q4 | $291K | Buy |
3,145
+9
| +0.3% | +$833 | 0.13% | 157 |
|
|
2024
Q3 | $327K | Buy |
3,136
+1,201
| +62% | +$125K | 0.15% | 147 |
|
|
2024
Q2 | $186K | Buy |
1,935
+800
| +70% | +$76.9K | 0.1% | 191 |
|
|
2024
Q1 | $112K | Buy |
1,135
+1
| +0.1% | +$99 | 0.07% | 233 |
|
|
2023
Q4 | $101K | Hold |
1,134
| – | – | 0.07% | 221 |
|
|
2023
Q3 | $90K | Buy |
1,134
+1
| +0.1% | +$79 | 0.07% | 229 |
|
|
2023
Q2 | $101K | Buy |
1,133
+142
| +14% | +$12.7K | 0.08% | 209 |
|
|
2023
Q1 | $83K | Hold |
991
| – | – | 0.07% | 216 |
|
|
2022
Q4 | $78K | Hold |
991
| – | – | 0.07% | 218 |
|
|
2022
Q3 | $63K | Sell |
991
-20
| -2% | -$1.27K | 0.06% | 240 |
|
|
2022
Q2 | $71K | Hold |
1,011
| – | – | 0.07% | 233 |
|
|
2022
Q1 | $78K | Buy |
+1,011
| New | +$78K | 0.06% | 238 |
|