Meyer Handelman Company’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 | $8.75M | Sell |
88,376
-14,369
| -14% | -$1.42M | 0.29% | 78 |
|
|
2025
Q1 | $10.6M | Sell |
102,745
-2,823
| -3% | -$291K | 0.37% | 65 |
|
|
2024
Q4 | $9.78M | Sell |
105,568
-973
| -0.9% | -$90.1K | 0.34% | 68 |
|
|
2024
Q3 | $11.1M | Buy |
106,541
+3,265
| +3% | +$339K | 0.37% | 68 |
|
|
2024
Q2 | $9.94M | Buy |
103,276
+1,670
| +2% | +$161K | 0.35% | 69 |
|
|
2024
Q1 | $10.1M | Sell |
101,606
-11,986
| -11% | -$1.19M | 0.35% | 74 |
|
|
2023
Q4 | $10.2M | Buy |
113,592
+2,450
| +2% | +$219K | 0.4% | 71 |
|
|
2023
Q3 | $8.93M | Buy |
111,142
+30
| +0% | +$2.41K | 0.36% | 74 |
|
|
2023
Q2 | $9.89M | Buy |
111,112
+1,660
| +2% | +$148K | 0.4% | 70 |
|
|
2023
Q1 | $9.24M | Hold |
109,452
| – | – | 0.39% | 76 |
|
|
2022
Q4 | $8.57M | Sell |
109,452
-400
| -0.4% | -$31.3K | 0.36% | 78 |
|
|
2022
Q3 | $7.01M | Buy |
109,852
+90
| +0.1% | +$5.74K | 0.32% | 82 |
|
|
2022
Q2 | $7.76M | Buy |
109,762
+1,600
| +1% | +$113K | 0.33% | 79 |
|
|
2022
Q1 | $8.32M | Buy |
108,162
+2,250
| +2% | +$173K | 0.32% | 81 |
|
|
2021
Q4 | $9.22M | Hold |
105,912
| – | – | 0.34% | 77 |
|
|
2021
Q3 | $8.71M | Hold |
105,912
| – | – | 0.36% | 76 |
|
|
2021
Q2 | $8.66M | Buy |
105,912
+350
| +0.3% | +$28.6K | 0.34% | 77 |
|
|
2021
Q1 | $7.23M | Buy |
105,562
+8,850
| +9% | +$606K | 0.3% | 81 |
|
|
2020
Q4 | $6.53M | Sell |
96,712
-11,975
| -11% | -$809K | 0.3% | 76 |
|
|
2020
Q3 | $6.79M | Buy |
108,687
+775
| +0.7% | +$48.4K | 0.35% | 72 |
|
|
2020
Q2 | $6.14M | Buy |
+107,912
| New | +$6.14M | 0.33% | 74 |
|