Lowe Brockenbrough & Co’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 | $244K | Buy |
+2,462
| New | +$244K | 0.01% | 259 |
|
|
2024
Q4 | – | Sell |
-2,290
| Closed | -$238K | – | 267 |
|
|
2024
Q3 | $238K | Sell |
2,290
-634
| -22% | -$65.9K | 0.02% | 256 |
|
|
2024
Q2 | $281K | Sell |
2,924
-200
| -6% | -$19.3K | 0.02% | 240 |
|
|
2024
Q1 | $310K | Buy |
+3,124
| New | +$310K | 0.02% | 237 |
|
|
2023
Q4 | – | Sell |
-3,169
| Closed | -$255K | – | 266 |
|
|
2023
Q3 | $255K | Hold |
3,169
| – | – | 0.02% | 246 |
|
|
2023
Q2 | $282K | Hold |
3,169
| – | – | 0.02% | 246 |
|
|
2023
Q1 | $267K | Buy |
+3,169
| New | +$267K | 0.02% | 243 |
|
|
2022
Q4 | – | Sell |
-3,344
| Closed | -$213K | – | 265 |
|
|
2022
Q3 | $213K | Sell |
3,344
-25
| -0.7% | -$1.59K | 0.02% | 244 |
|
|
2022
Q2 | $238K | Buy |
3,369
+25
| +0.7% | +$1.77K | 0.02% | 248 |
|
|
2022
Q1 | $257K | Sell |
3,344
-25
| -0.7% | -$1.92K | 0.02% | 255 |
|
|
2021
Q4 | $293K | Sell |
3,369
-137
| -4% | -$11.9K | 0.02% | 228 |
|
|
2021
Q3 | $288K | Buy |
3,506
+850
| +32% | +$69.8K | 0.02% | 244 |
|
|
2021
Q2 | $217K | Buy |
+2,656
| New | +$217K | 0.02% | 217 |
|
|
2020
Q3 | – | Sell |
-35,730
| Closed | -$2.03M | – | 208 |
|
|
2020
Q2 | $2.03M | Buy |
+35,730
| New | +$2.03M | 0.27% | 92 |
|