Ipswich Investment 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 | $4.88M | Sell |
49,286
-165
| -0.3% | -$16.3K | 1.18% | 26 |
|
|
2025
Q1 | $5.1M | Sell |
49,451
-840
| -2% | -$86.7K | 1.27% | 27 |
|
|
2024
Q4 | $4.66M | Sell |
50,291
-9,285
| -16% | -$860K | 1.12% | 28 |
|
|
2024
Q3 | $6.19M | Buy |
59,576
+450
| +0.8% | +$46.8K | 1.43% | 22 |
|
|
2024
Q2 | $5.69M | Buy |
59,126
+245
| +0.4% | +$23.6K | 1.33% | 25 |
|
|
2024
Q1 | $5.85M | Sell |
58,881
-30
| -0.1% | -$2.98K | 1.37% | 24 |
|
|
2023
Q4 | $5.27M | Buy |
58,911
+1,669
| +3% | +$149K | 1.33% | 26 |
|
|
2023
Q3 | $4.6M | Buy |
57,242
+2,090
| +4% | +$168K | 1.26% | 26 |
|
|
2023
Q2 | $4.91M | Buy |
55,152
+350
| +0.6% | +$31.2K | 1.29% | 23 |
|
|
2023
Q1 | $4.63M | Sell |
54,802
-65
| -0.1% | -$5.49K | 1.26% | 23 |
|
|
2022
Q4 | $4.3M | Sell |
54,867
-355
| -0.6% | -$27.8K | 1.23% | 25 |
|
|
2022
Q3 | $3.52M | Sell |
55,222
-1,344
| -2% | -$85.7K | 1.12% | 26 |
|
|
2022
Q2 | $4M | Buy |
56,566
+343
| +0.6% | +$24.2K | 1.15% | 26 |
|
|
2022
Q1 | $4.33M | Sell |
56,223
-737
| -1% | -$56.7K | 1.07% | 28 |
|
|
2021
Q4 | $4.96M | Buy |
56,960
+1,225
| +2% | +$107K | 1.16% | 23 |
|
|
2021
Q3 | $4.59M | Buy |
55,735
+3,606
| +7% | +$297K | 1.17% | 20 |
|
|
2021
Q2 | $4.26M | Buy |
52,129
+8,444
| +19% | +$691K | 1.09% | 28 |
|
|
2021
Q1 | $2.99M | Buy |
43,685
+40,007
| +1,088% | +$2.74M | 0.84% | 42 |
|
|
2020
Q4 | $248K | Buy |
+3,678
| New | +$248K | 0.07% | 162 |
|