Meridiem Investment 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 | – | Sell |
-800
| Closed | -$82.6K | – | 55 |
|
|
2025
Q1 | $82.6K | Hold |
800
| – | – | ﹤0.01% | 51 |
|
|
2024
Q4 | $74.1K | Hold |
800
| – | – | ﹤0.01% | 55 |
|
|
2024
Q3 | $83.1K | Hold |
800
| – | – | ﹤0.01% | 60 |
|
|
2024
Q2 | $77K | Hold |
800
| – | – | ﹤0.01% | 51 |
|
|
2024
Q1 | $79.4K | Sell |
800
-3,245
| -80% | -$322K | ﹤0.01% | 56 |
|
|
2023
Q4 | $362K | Buy |
4,045
+3,245
| +406% | +$290K | 0.01% | 38 |
|
|
2023
Q3 | $64.3K | Hold |
800
| – | – | ﹤0.01% | 55 |
|
|
2023
Q2 | $71.2K | Hold |
800
| – | – | ﹤0.01% | 57 |
|
|
2023
Q1 | $67.5K | Hold |
800
| – | – | ﹤0.01% | 59 |
|
|
2022
Q4 | $62.7K | Hold |
800
| – | – | ﹤0.01% | 62 |
|
|
2022
Q3 | $51K | Hold |
800
| – | – | ﹤0.01% | 68 |
|
|
2022
Q2 | $57K | Hold |
800
| – | – | ﹤0.01% | 64 |
|
|
2022
Q1 | $62K | Hold |
800
| – | – | ﹤0.01% | 66 |
|
|
2021
Q4 | $70K | Hold |
800
| – | – | ﹤0.01% | 65 |
|
|
2021
Q3 | $66K | Hold |
800
| – | – | ﹤0.01% | 68 |
|
|
2021
Q2 | $65K | Sell |
800
-187
| -19% | -$15.2K | ﹤0.01% | 68 |
|
|
2021
Q1 | $68K | Hold |
987
| – | – | ﹤0.01% | 70 |
|
|
2020
Q4 | $67K | Buy |
+987
| New | +$67K | ﹤0.01% | 71 |
|