Meridian 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 | $515K | Sell |
6,007
-43
| -0.7% | -$3.69K | 0.14% | 55 |
|
|
2025
Q1 | $624K | Sell |
6,050
-107
| -2% | -$11K | 0.19% | 49 |
|
|
2024
Q4 | $570K | Buy |
6,157
+53
| +0.9% | +$4.91K | 0.15% | 63 |
|
|
2024
Q3 | $634K | Sell |
6,104
-20
| -0.3% | -$2.08K | 0.16% | 61 |
|
|
2024
Q2 | $589K | Buy |
6,124
+1
| +0% | +$96 | 0.16% | 64 |
|
|
2024
Q1 | $608K | Buy |
6,123
+9
| +0.1% | +$893 | 0.17% | 63 |
|
|
2023
Q4 | $557K | Sell |
6,114
-13
| -0.2% | -$1.18K | 0.16% | 61 |
|
|
2023
Q3 | $492K | Buy |
6,127
+77
| +1% | +$6.18K | 0.16% | 65 |
|
|
2023
Q2 | $539K | Buy |
6,050
+16
| +0.3% | +$1.42K | 0.17% | 61 |
|
|
2023
Q1 | $509K | Buy |
6,034
+32
| +0.5% | +$2.7K | 0.17% | 57 |
|
|
2022
Q4 | $470K | Hold |
6,002
| – | – | 0.17% | 55 |
|
|
2022
Q3 | $383K | Hold |
6,002
| – | – | 0.15% | 57 |
|
|
2022
Q2 | $424K | Hold |
6,002
| – | – | 0.16% | 55 |
|
|
2022
Q1 | $462K | Hold |
6,002
| – | – | 0.15% | 62 |
|
|
2021
Q4 | $523K | Hold |
6,002
| – | – | 0.15% | 57 |
|
|
2021
Q3 | $494K | Hold |
6,002
| – | – | 0.15% | 59 |
|
|
2021
Q2 | $491K | Sell |
6,002
-54
| -0.9% | -$4.42K | 0.14% | 62 |
|
|
2021
Q1 | $415K | Sell |
6,056
-7
| -0.1% | -$480 | 0.13% | 62 |
|
|
2020
Q4 | $410K | Hold |
6,063
| – | – | 0.13% | 63 |
|
|
2020
Q3 | $378K | Sell |
6,063
-17
| -0.3% | -$1.06K | 0.14% | 58 |
|
|
2020
Q2 | $346K | Buy |
+6,080
| New | +$346K | 0.14% | 60 |
|