McDonald Partners’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 | $292K | Sell |
2,947
-5
| -0.2% | -$495 | 0.07% | 212 |
|
|
2025
Q1 | $305K | Sell |
2,952
-25
| -0.8% | -$2.58K | 0.08% | 201 |
|
|
2024
Q4 | $276K | Sell |
2,977
-174
| -6% | -$16.1K | 0.07% | 208 |
|
|
2024
Q3 | $328K | Sell |
3,151
-171
| -5% | -$17.8K | 0.08% | 193 |
|
|
2024
Q2 | $320K | Sell |
3,322
-1
| -0% | -$96 | 0.09% | 199 |
|
|
2024
Q1 | $330K | Sell |
3,323
-140
| -4% | -$13.9K | 0.09% | 197 |
|
|
2023
Q4 | $310K | Sell |
3,463
-193
| -5% | -$17.3K | 0.09% | 195 |
|
|
2023
Q3 | $294K | Sell |
3,656
-14
| -0.4% | -$1.12K | 0.1% | 189 |
|
|
2023
Q2 | $327K | Sell |
3,670
-301
| -8% | -$26.8K | 0.1% | 192 |
|
|
2023
Q1 | $335K | Sell |
3,971
-63
| -2% | -$5.32K | 0.11% | 187 |
|
|
2022
Q4 | $316K | Sell |
4,034
-291
| -7% | -$22.8K | 0.11% | 182 |
|
|
2022
Q3 | $276K | Sell |
4,325
-432
| -9% | -$27.6K | 0.11% | 184 |
|
|
2022
Q2 | $336K | Sell |
4,757
-66
| -1% | -$4.66K | 0.09% | 220 |
|
|
2022
Q1 | $371K | Buy |
+4,823
| New | +$371K | 0.08% | 231 |
|
|
2021
Q4 | – | Sell |
-5,029
| Closed | -$414K | – | 672 |
|
|
2021
Q3 | $414K | Buy |
5,029
+194
| +4% | +$16K | 0.1% | 208 |
|
|
2021
Q2 | $395K | Sell |
4,835
-84
| -2% | -$6.86K | 0.09% | 215 |
|
|
2021
Q1 | $337K | Sell |
4,919
-53
| -1% | -$3.63K | 0.09% | 227 |
|
|
2020
Q4 | $336K | Buy |
+4,972
| New | +$336K | 0.09% | 209 |
|