J.L. Bainbridge & Co’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 | $308K | Buy |
3,110
+27
| +0.9% | +$2.67K | 0.03% | 70 |
|
|
2025
Q1 | $318K | Buy |
3,083
+11
| +0.4% | +$1.14K | 0.03% | 66 |
|
|
2024
Q4 | $284K | Buy |
3,072
+12
| +0.4% | +$1.11K | 0.03% | 75 |
|
|
2024
Q3 | $318K | Buy |
3,060
+13
| +0.4% | +$1.35K | 0.03% | 70 |
|
|
2024
Q2 | $293K | Buy |
3,047
+12
| +0.4% | +$1.16K | 0.03% | 63 |
|
|
2024
Q1 | $301K | Sell |
3,035
-24
| -0.8% | -$2.38K | 0.03% | 62 |
|
|
2023
Q4 | $274K | Sell |
3,059
-65
| -2% | -$5.82K | 0.03% | 62 |
|
|
2023
Q3 | $251K | Buy |
3,124
+12
| +0.4% | +$964 | 0.03% | 62 |
|
|
2023
Q2 | $277K | Buy |
3,112
+12
| +0.4% | +$1.07K | 0.03% | 55 |
|
|
2023
Q1 | $262K | Buy |
3,100
+11
| +0.4% | +$928 | 0.04% | 56 |
|
|
2022
Q4 | $242K | Buy |
+3,089
| New | +$242K | 0.04% | 62 |
|
|
2022
Q3 | – | Sell |
-3,066
| Closed | -$217K | – | 70 |
|
|
2022
Q2 | $217K | Buy |
3,066
+12
| +0.4% | +$849 | 0.03% | 63 |
|
|
2022
Q1 | $235K | Buy |
+3,054
| New | +$235K | 0.03% | 69 |
|