Institutional & Family Asset Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $304K | Hold |
3,160
| – | – | 0.05% | 132 |
|
|
2024
Q1 | $314K | Hold |
3,160
| – | – | 0.05% | 126 |
|
|
2023
Q4 | $283K | Hold |
3,160
| – | – | 0.05% | 130 |
|
|
2023
Q3 | $254K | Hold |
3,160
| – | – | 0.04% | 129 |
|
|
2023
Q2 | $281K | Hold |
3,160
| – | – | 0.05% | 126 |
|
|
2023
Q1 | $267K | Sell |
3,160
-5
| -0.2% | -$422 | 0.04% | 128 |
|
|
2022
Q4 | $248K | Sell |
3,165
-36
| -1% | -$2.82K | 0.04% | 129 |
|
|
2022
Q3 | $204K | Hold |
3,201
| – | – | 0.04% | 135 |
|
|
2022
Q2 | $226K | Sell |
3,201
-8
| -0.2% | -$565 | 0.04% | 131 |
|
|
2022
Q1 | $247K | Sell |
3,209
-46
| -1% | -$3.54K | 0.04% | 140 |
|
|
2021
Q4 | $283K | Hold |
3,255
| – | – | 0.04% | 139 |
|
|
2021
Q3 | $268K | Hold |
3,255
| – | – | 0.04% | 154 |
|
|
2021
Q2 | $266K | Hold |
3,255
| – | – | 0.04% | 150 |
|
|
2021
Q1 | $223K | Sell |
3,255
-6
| -0.2% | -$411 | 0.04% | 176 |
|
|
2020
Q4 | $220K | Sell |
3,261
-54
| -2% | -$3.64K | 0.05% | 176 |
|
|
2020
Q3 | $207K | Sell |
3,315
-727
| -18% | -$45.4K | 0.05% | 162 |
|
|
2020
Q2 | $230K | Buy |
+4,042
| New | +$230K | 0.05% | 160 |
|