Leavell 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 | $238K | Sell |
2,402
-44
| -2% | -$4.36K | 0.01% | 533 |
|
|
2025
Q1 | $252K | Sell |
2,446
-38
| -2% | -$3.92K | 0.01% | 489 |
|
|
2024
Q4 | $230K | Buy |
2,484
+327
| +15% | +$30.3K | 0.01% | 504 |
|
|
2024
Q3 | $224K | Hold |
2,157
| – | – | 0.01% | 503 |
|
|
2024
Q2 | $208K | Hold |
2,157
| – | – | 0.01% | 488 |
|
|
2024
Q1 | $214K | Buy |
+2,157
| New | +$214K | 0.01% | 462 |
|
|
2023
Q2 | – | Sell |
-2,502
| Closed | -$211K | – | 464 |
|
|
2023
Q1 | $211K | Sell |
2,502
-87
| -3% | -$7.34K | 0.02% | 437 |
|
|
2022
Q4 | $203K | Buy |
+2,589
| New | +$203K | 0.02% | 429 |
|
|
2022
Q2 | – | Sell |
-2,612
| Closed | -$201K | – | 440 |
|
|
2022
Q1 | $201K | Hold |
2,612
| – | – | 0.01% | 412 |
|
|
2021
Q4 | $227K | Sell |
2,612
-47
| -2% | -$4.09K | 0.02% | 414 |
|
|
2021
Q3 | $219K | Buy |
+2,659
| New | +$219K | 0.02% | 385 |
|