LMCG 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 | $232K | Hold |
2,341
| – | – | 0.01% | 218 |
|
|
2025
Q1 | $242K | Sell |
2,341
-2
| -0.1% | -$206 | 0.02% | 219 |
|
|
2024
Q4 | $217K | Sell |
2,343
-110
| -4% | -$10.2K | 0.01% | 225 |
|
|
2024
Q3 | $255K | Hold |
2,453
| – | – | 0.02% | 207 |
|
|
2024
Q2 | $236K | Sell |
2,453
-3
| -0.1% | -$289 | 0.01% | 274 |
|
|
2024
Q1 | $244K | Sell |
2,456
-546
| -18% | -$54.2K | 0.01% | 280 |
|
|
2023
Q4 | $269K | Sell |
3,002
-2
| -0.1% | -$179 | 0.02% | 283 |
|
|
2023
Q3 | $241K | Sell |
3,004
-2
| -0.1% | -$161 | 0.02% | 283 |
|
|
2023
Q2 | $268K | Sell |
3,006
-1
| -0% | -$89 | 0.02% | 277 |
|
|
2023
Q1 | $254K | Hold |
3,007
| – | – | 0.02% | 288 |
|
|
2022
Q4 | $235K | Buy |
+3,007
| New | +$235K | 0.02% | 293 |
|
|
2022
Q3 | – | Sell |
-3,008
| Closed | -$213K | – | 328 |
|
|
2022
Q2 | $213K | Sell |
3,008
-3
| -0.1% | -$212 | 0.01% | 312 |
|
|
2022
Q1 | $232K | Buy |
+3,011
| New | +$232K | 0.01% | 316 |
|