Liberty Capital 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 | $3.08M | Buy |
31,143
+3,991
| +15% | +$395K | 0.62% | 48 |
|
|
2025
Q1 | $2.8M | Buy |
27,152
+239
| +0.9% | +$24.7K | 0.62% | 46 |
|
|
2024
Q4 | $2.49M | Buy |
26,913
+171
| +0.6% | +$15.8K | 0.55% | 51 |
|
|
2024
Q3 | $2.78M | Buy |
26,742
+58
| +0.2% | +$6.03K | 0.62% | 50 |
|
|
2024
Q2 | $2.57M | Buy |
26,684
+2,106
| +9% | +$203K | 0.61% | 49 |
|
|
2024
Q1 | $2.44M | Buy |
24,578
+209
| +0.9% | +$20.7K | 0.6% | 49 |
|
|
2023
Q4 | $2.18M | Sell |
24,369
-387
| -2% | -$34.6K | 0.57% | 51 |
|
|
2023
Q3 | $1.99M | Buy |
24,756
+17
| +0.1% | +$1.37K | 0.59% | 49 |
|
|
2023
Q2 | $2.2M | Buy |
24,739
+120
| +0.5% | +$10.7K | 0.66% | 48 |
|
|
2023
Q1 | $2.08M | Sell |
24,619
-65
| -0.3% | -$5.49K | 0.68% | 48 |
|
|
2022
Q4 | $1.93M | Buy |
24,684
+279
| +1% | +$21.8K | 0.67% | 48 |
|
|
2022
Q3 | $1.56M | Buy |
24,405
+519
| +2% | +$33.1K | 0.58% | 51 |
|
|
2022
Q2 | $1.69M | Buy |
23,886
+503
| +2% | +$35.5K | 0.6% | 50 |
|
|
2022
Q1 | $1.8M | Sell |
23,383
-196
| -0.8% | -$15.1K | 0.53% | 52 |
|
|
2021
Q4 | $2.05M | Buy |
+23,579
| New | +$2.05M | 0.55% | 53 |
|