LB
Legacy Bridge’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-250
| Closed | -$23.2K | – | 330 |
|
|
2024
Q4 | $23.2K | Hold |
250
| – | – | 0.01% | 226 |
|
|
2024
Q3 | $26K | Hold |
250
| – | – | 0.01% | 223 |
|
|
2024
Q2 | $24.1K | Sell |
250
-375
| -60% | -$36.1K | 0.01% | 214 |
|
|
2024
Q1 | $62K | Hold |
625
| – | – | 0.04% | 187 |
|
|
2023
Q4 | $55.9K | Sell |
625
-1,971
| -76% | -$176K | 0.04% | 185 |
|
|
2023
Q3 | $208K | Hold |
2,596
| – | – | 0.15% | 137 |
|
|
2023
Q2 | $231K | Sell |
2,596
-315
| -11% | -$28K | 0.15% | 134 |
|
|
2023
Q1 | $246K | Hold |
2,911
| – | – | 0.17% | 132 |
|
|
2022
Q4 | $228K | Hold |
2,911
| – | – | 0.16% | 131 |
|
|
2022
Q3 | $186K | Hold |
2,911
| – | – | 0.15% | 135 |
|
|
2022
Q2 | $206K | Sell |
2,911
-100
| -3% | -$7.08K | 0.15% | 139 |
|
|
2022
Q1 | $232K | Sell |
3,011
-65
| -2% | -$5.01K | 0.14% | 144 |
|
|
2021
Q4 | $268K | Buy |
3,076
+235
| +8% | +$20.5K | 0.14% | 143 |
|
|
2021
Q3 | $234K | Sell |
2,841
-10
| -0.4% | -$824 | 0.13% | 141 |
|
|
2021
Q2 | $233K | Sell |
2,851
-45
| -2% | -$3.68K | 0.13% | 145 |
|
|
2021
Q1 | $198K | Sell |
2,896
-109
| -4% | -$7.45K | 0.13% | 141 |
|
|
2020
Q4 | $203K | Hold |
3,005
| – | – | 0.15% | 133 |
|
|
2020
Q3 | $188K | Hold |
3,005
| – | – | 0.17% | 124 |
|
|
2020
Q2 | $171K | Buy |
+3,005
| New | +$171K | 0.19% | 124 |
|