Manchester 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 | $185K | Sell |
1,866
-152
| -8% | -$15.1K | 0.02% | 351 |
|
|
2025
Q1 | $208K | Sell |
2,018
-32
| -2% | -$3.3K | 0.03% | 327 |
|
|
2024
Q4 | $190K | Buy |
2,050
+9
| +0.4% | +$833 | 0.02% | 346 |
|
|
2024
Q3 | $212K | Sell |
2,041
-111
| -5% | -$11.5K | 0.02% | 317 |
|
|
2024
Q2 | $207K | Sell |
2,152
-13
| -0.6% | -$1.25K | 0.02% | 304 |
|
|
2024
Q1 | $215K | Buy |
2,165
+4
| +0.2% | +$397 | 0.03% | 296 |
|
|
2023
Q4 | $193K | Buy |
2,161
+89
| +4% | +$7.96K | 0.03% | 282 |
|
|
2023
Q3 | $166K | Sell |
2,072
-21,102
| -91% | -$1.69M | 0.02% | 286 |
|
|
2023
Q2 | $2.06M | Buy |
23,174
+21,104
| +1,020% | +$1.88M | 0.28% | 55 |
|
|
2023
Q1 | $175K | Sell |
2,070
-2
| -0.1% | -$169 | 0.02% | 300 |
|
|
2022
Q4 | $162K | Buy |
2,072
+10
| +0.5% | +$783 | 0.02% | 268 |
|
|
2022
Q3 | $132K | Sell |
2,062
-28
| -1% | -$1.79K | 0.02% | 249 |
|
|
2022
Q2 | $148K | Sell |
2,090
-17
| -0.8% | -$1.2K | 0.03% | 242 |
|
|
2022
Q1 | $162K | Buy |
2,107
+22
| +1% | +$1.69K | 0.02% | 272 |
|
|
2021
Q4 | $182K | Buy |
2,085
+14
| +0.7% | +$1.22K | 0.02% | 275 |
|
|
2021
Q3 | $170K | Buy |
2,071
+36
| +2% | +$2.96K | 0.02% | 297 |
|
|
2021
Q2 | $166K | Buy |
2,035
+11
| +0.5% | +$897 | 0.02% | 278 |
|
|
2021
Q1 | $139K | Buy |
2,024
+29
| +1% | +$1.99K | 0.02% | 291 |
|
|
2020
Q4 | $135K | Hold |
1,995
| – | – | 0.02% | 275 |
|
|
2020
Q3 | $125K | Sell |
1,995
-856
| -30% | -$53.6K | 0.02% | 252 |
|
|
2020
Q2 | $162K | Buy |
2,851
+2,481
| +671% | +$141K | 0.02% | 251 |
|
|
2020
Q1 | $0 | Buy |
+370
| New | – | ﹤0.01% | 559 |
|