Howland Capital 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 | $322K | Buy |
3,252
+400
| +14% | +$39.6K | 0.01% | 229 |
|
|
2025
Q1 | $294K | Hold |
2,852
| – | – | 0.01% | 235 |
|
|
2024
Q4 | $264K | Buy |
2,852
+383
| +16% | +$35.5K | 0.01% | 262 |
|
|
2024
Q3 | $257K | Hold |
2,469
| – | – | 0.01% | 258 |
|
|
2024
Q2 | $238K | Hold |
2,469
| – | – | 0.01% | 255 |
|
|
2024
Q1 | $245K | Sell |
2,469
-67
| -3% | -$6.65K | 0.01% | 248 |
|
|
2023
Q4 | $227K | Hold |
2,536
| – | – | 0.01% | 237 |
|
|
2023
Q3 | $204K | Sell |
2,536
-465
| -15% | -$37.3K | 0.01% | 238 |
|
|
2023
Q2 | $267K | Hold |
3,001
| – | – | 0.02% | 227 |
|
|
2023
Q1 | $253K | Hold |
3,001
| – | – | 0.02% | 236 |
|
|
2022
Q4 | $235K | Buy |
+3,001
| New | +$235K | 0.01% | 235 |
|
|
2022
Q3 | – | Sell |
-3,267
| Closed | -$231K | – | 258 |
|
|
2022
Q2 | $231K | Buy |
3,267
+375
| +13% | +$26.5K | 0.01% | 227 |
|
|
2022
Q1 | $223K | Buy |
2,892
+13
| +0.5% | +$1K | 0.01% | 224 |
|
|
2021
Q4 | $251K | Sell |
2,879
-423
| -13% | -$36.9K | 0.01% | 210 |
|
|
2021
Q3 | $272K | Sell |
3,302
-37
| -1% | -$3.05K | 0.01% | 205 |
|
|
2021
Q2 | $273K | Sell |
3,339
-150
| -4% | -$12.3K | 0.01% | 204 |
|
|
2021
Q1 | $239K | Sell |
3,489
-292
| -8% | -$20K | 0.01% | 209 |
|
|
2020
Q4 | $255K | Sell |
3,781
-500
| -12% | -$33.7K | 0.02% | 202 |
|
|
2020
Q3 | $267K | Sell |
4,281
-1,277
| -23% | -$79.6K | 0.02% | 185 |
|
|
2020
Q2 | $316K | Buy |
+5,558
| New | +$316K | 0.02% | 170 |
|