J. Stern & 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 | $44.6M | Buy |
456,843
+12,963
| +3% | +$1.26M | 3.81% | 13 |
|
|
2025
Q1 | $45.8M | Buy |
443,880
+29,314
| +7% | +$3.03M | 4.39% | 12 |
|
|
2024
Q4 | $38.4M | Buy |
414,566
+22,857
| +6% | +$2.12M | 3.62% | 14 |
|
|
2024
Q3 | $40.7M | Buy |
391,709
+13,096
| +3% | +$1.36M | 4.34% | 12 |
|
|
2024
Q2 | $36.4M | Buy |
378,613
+59,963
| +19% | +$5.77M | 4.34% | 12 |
|
|
2024
Q1 | $31.6M | Buy |
318,650
+93,462
| +42% | +$9.28M | 4% | 14 |
|
|
2023
Q4 | $19.9M | Buy |
+225,188
| New | +$19.9M | 3.63% | 14 |
|