Mitchell McLeod Pugh & Williams’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Buy |
2,991
+89
| +3% | +$8.81K | 0.06% | 229 |
|
|
2025
Q1 | $299K | Hold |
2,902
| – | – | 0.06% | 219 |
|
|
2024
Q4 | $269K | Sell |
2,902
-207
| -7% | -$19.2K | 0.06% | 222 |
|
|
2024
Q3 | $323K | Buy |
3,109
+300
| +11% | +$31.2K | 0.07% | 214 |
|
|
2024
Q2 | $270K | Hold |
2,809
| – | – | 0.06% | 222 |
|
|
2024
Q1 | $279K | Sell |
2,809
-44
| -2% | -$4.37K | 0.07% | 219 |
|
|
2023
Q4 | $255K | Hold |
2,853
| – | – | 0.07% | 220 |
|
|
2023
Q3 | $229K | Hold |
2,853
| – | – | 0.07% | 223 |
|
|
2023
Q2 | $254K | Hold |
2,853
| – | – | 0.07% | 216 |
|
|
2023
Q1 | $241K | Hold |
2,853
| – | – | 0.07% | 220 |
|
|
2022
Q4 | $223K | Buy |
+2,853
| New | +$223K | 0.08% | 221 |
|
|
2022
Q3 | – | Sell |
-3,153
| Closed | -$223K | – | 233 |
|
|
2022
Q2 | $223K | Hold |
3,153
| – | – | 0.09% | 196 |
|
|
2022
Q1 | $243K | Hold |
3,153
| – | – | 0.08% | 204 |
|
|
2021
Q4 | $275K | Hold |
3,153
| – | – | 0.09% | 198 |
|
|
2021
Q3 | $259K | Hold |
3,153
| – | – | 0.1% | 198 |
|
|
2021
Q2 | $258K | Hold |
3,153
| – | – | 0.1% | 198 |
|
|
2021
Q1 | $216K | Sell |
3,153
-11
| -0.3% | -$754 | 0.09% | 201 |
|
|
2020
Q4 | $214K | Buy |
+3,164
| New | +$214K | 0.1% | 196 |
|