Meridian Investment Counsel’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,137
| Closed | -$265K | – | 211 |
|
|
2023
Q1 | $265K | Sell |
3,137
-256
| -8% | -$21.6K | 0.1% | 178 |
|
|
2022
Q4 | $266K | Sell |
3,393
-278
| -8% | -$21.8K | 0.11% | 175 |
|
|
2022
Q3 | $234K | Hold |
3,671
| – | – | 0.1% | 175 |
|
|
2022
Q2 | $259K | Hold |
3,671
| – | – | 0.11% | 172 |
|
|
2022
Q1 | $282K | Sell |
3,671
-11
| -0.3% | -$845 | 0.1% | 179 |
|
|
2021
Q4 | $321K | Buy |
3,682
+388
| +12% | +$33.8K | 0.11% | 169 |
|
|
2021
Q3 | $271K | Hold |
3,294
| – | – | 0.1% | 176 |
|
|
2021
Q2 | $269K | Hold |
3,294
| – | – | 0.09% | 170 |
|
|
2021
Q1 | $225K | Hold |
3,294
| – | – | 0.09% | 174 |
|
|
2020
Q4 | $223K | Sell |
3,294
-85
| -3% | -$5.75K | 0.09% | 166 |
|
|
2020
Q3 | $211K | Buy |
+3,379
| New | +$211K | 0.1% | 159 |
|