M. Kraus & 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 | $2.58M | Sell |
26,028
-317
| -1% | -$31.4K | 0.76% | 30 |
|
|
2025
Q1 | $2.72M | Sell |
26,345
-2,260
| -8% | -$233K | 0.83% | 30 |
|
|
2024
Q4 | $2.65M | Sell |
28,605
-552
| -2% | -$51.1K | 0.79% | 31 |
|
|
2024
Q3 | $3.03M | Sell |
29,157
-885
| -3% | -$92K | 0.89% | 28 |
|
|
2024
Q2 | $2.89M | Sell |
30,042
-150
| -0.5% | -$14.4K | 0.89% | 29 |
|
|
2024
Q1 | $3M | Buy |
30,192
+18
| +0.1% | +$1.79K | 0.91% | 29 |
|
|
2023
Q4 | $2.7M | Sell |
30,174
-485
| -2% | -$43.4K | 0.88% | 30 |
|
|
2023
Q3 | $2.46M | Sell |
30,659
-324
| -1% | -$26K | 0.87% | 30 |
|
|
2023
Q2 | $2.76M | Sell |
30,983
-2,037
| -6% | -$181K | 0.93% | 28 |
|
|
2023
Q1 | $2.79M | Sell |
33,020
-4,202
| -11% | -$355K | 0.98% | 29 |
|
|
2022
Q4 | $2.91M | Sell |
37,222
-3,372
| -8% | -$264K | 1.07% | 28 |
|
|
2022
Q3 | $2.59M | Sell |
40,594
-190
| -0.5% | -$12.1K | 1.08% | 29 |
|
|
2022
Q2 | $2.88M | Buy |
40,784
+80
| +0.2% | +$5.65K | 1.11% | 30 |
|
|
2022
Q1 | $3.13M | Buy |
40,704
+15
| +0% | +$1.15K | 1.05% | 30 |
|
|
2021
Q4 | $3.54M | Buy |
40,689
+2,626
| +7% | +$229K | 1.13% | 30 |
|
|
2021
Q3 | $3.13M | Buy |
38,063
+2,523
| +7% | +$208K | 1.12% | 30 |
|
|
2021
Q2 | $2.91M | Buy |
35,540
+654
| +2% | +$53.5K | 1.05% | 30 |
|
|
2021
Q1 | $2.39M | Sell |
34,886
-29
| -0.1% | -$1.99K | 0.93% | 29 |
|
|
2020
Q4 | $2.36M | Buy |
34,915
+5,968
| +21% | +$403K | 0.98% | 29 |
|
|
2020
Q3 | $1.81M | Sell |
28,947
-340
| -1% | -$21.2K | 0.85% | 28 |
|
|
2020
Q2 | $1.67M | Buy |
+29,287
| New | +$1.67M | 0.86% | 28 |
|