Ironwood 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 | $1.25M | Buy |
12,609
+138
| +1% | +$13.7K | 0.61% | 56 |
|
|
2025
Q1 | $1.29M | Sell |
12,471
-32
| -0.3% | -$3.3K | 0.7% | 48 |
|
|
2024
Q4 | $1.16M | Buy |
12,503
+99
| +0.8% | +$9.17K | 0.58% | 60 |
|
|
2024
Q3 | $1.29M | Buy |
12,404
+16
| +0.1% | +$1.66K | 0.63% | 53 |
|
|
2024
Q2 | $1.19M | Sell |
12,388
-109
| -0.9% | -$10.5K | 0.64% | 49 |
|
|
2024
Q1 | $1.24M | Buy |
12,497
+339
| +3% | +$33.7K | 0.61% | 50 |
|
|
2023
Q4 | $1.09M | Buy |
12,158
+282
| +2% | +$25.2K | 0.57% | 51 |
|
|
2023
Q3 | $954K | Sell |
11,876
-601
| -5% | -$48.3K | 0.58% | 54 |
|
|
2023
Q2 | $1.11M | Sell |
12,477
-726
| -5% | -$64.6K | 0.64% | 48 |
|
|
2023
Q1 | $1.11M | Sell |
13,203
-208
| -2% | -$17.6K | 0.7% | 49 |
|
|
2022
Q4 | $1.05M | Buy |
13,411
+229
| +2% | +$17.9K | 0.69% | 51 |
|
|
2022
Q3 | $841K | Sell |
13,182
-175
| -1% | -$11.2K | 0.59% | 61 |
|
|
2022
Q2 | $944K | Buy |
13,357
+107
| +0.8% | +$7.56K | 0.63% | 57 |
|
|
2022
Q1 | $1.02M | Sell |
13,250
-1,024
| -7% | -$78.8K | 0.55% | 63 |
|
|
2021
Q4 | $1.24M | Buy |
14,274
+102
| +0.7% | +$8.88K | 0.61% | 53 |
|
|
2021
Q3 | $1.17M | Buy |
14,172
+12
| +0.1% | +$987 | 0.6% | 53 |
|
|
2021
Q2 | $1.16M | Buy |
14,160
+478
| +3% | +$39.1K | 0.58% | 62 |
|
|
2021
Q1 | $937K | Buy |
13,682
+520
| +4% | +$35.6K | 0.5% | 72 |
|
|
2020
Q4 | $889K | Buy |
13,162
+194
| +1% | +$13.1K | 0.52% | 70 |
|
|
2020
Q3 | $809K | Buy |
12,968
+271
| +2% | +$16.9K | 0.58% | 65 |
|
|
2020
Q2 | $722K | Buy |
+12,697
| New | +$722K | 0.56% | 71 |
|