Lafayette Investments’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 | $1.32M | Buy |
13,290
+408
| +3% | +$40.4K | 0.27% | 62 |
|
|
2025
Q1 | $1.33M | Buy |
12,882
+1,282
| +11% | +$132K | 0.28% | 58 |
|
|
2024
Q4 | $1.07M | Sell |
11,600
-8
| -0.1% | -$741 | 0.23% | 62 |
|
|
2024
Q3 | $1.21M | Buy |
11,608
+982
| +9% | +$102K | 0.25% | 59 |
|
|
2024
Q2 | $1.02M | Buy |
10,626
+10
| +0.1% | +$963 | 0.23% | 62 |
|
|
2024
Q1 | $1.05M | Buy |
10,616
+1,931
| +22% | +$192K | 0.24% | 64 |
|
|
2023
Q4 | $777K | Buy |
8,685
+517
| +6% | +$46.3K | 0.19% | 71 |
|
|
2023
Q3 | $656K | Buy |
8,168
+1,669
| +26% | +$134K | 0.18% | 70 |
|
|
2023
Q2 | $578K | Buy |
6,499
+386
| +6% | +$34.4K | 0.15% | 74 |
|
|
2023
Q1 | $516K | Buy |
6,113
+681
| +13% | +$57.5K | 0.14% | 78 |
|
|
2022
Q4 | $425K | Buy |
5,432
+255
| +5% | +$20K | 0.12% | 84 |
|
|
2022
Q3 | $330K | Buy |
5,177
+41
| +0.8% | +$2.61K | 0.1% | 89 |
|
|
2022
Q2 | $363K | Sell |
5,136
-963
| -16% | -$68.1K | 0.1% | 86 |
|
|
2022
Q1 | $469K | Buy |
6,099
+86
| +1% | +$6.61K | 0.12% | 83 |
|
|
2021
Q4 | $524K | Buy |
6,013
+1,787
| +42% | +$156K | 0.13% | 85 |
|
|
2021
Q3 | $348K | Buy |
4,226
+1,577
| +60% | +$130K | 0.09% | 92 |
|
|
2021
Q2 | $217K | Buy |
+2,649
| New | +$217K | 0.06% | 117 |
|