Monetary Management Group’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 | $50.4K | Hold |
509
| – | – | 0.01% | 254 |
|
|
2025
Q1 | $52.5K | Sell |
509
-87
| -15% | -$8.98K | 0.01% | 252 |
|
|
2024
Q4 | $55.2K | Hold |
596
| – | – | 0.01% | 253 |
|
|
2024
Q3 | $61.9K | Hold |
596
| – | – | 0.02% | 243 |
|
|
2024
Q2 | $57.4K | Hold |
596
| – | – | 0.02% | 251 |
|
|
2024
Q1 | $59.2K | Hold |
596
| – | – | 0.02% | 247 |
|
|
2023
Q4 | $53.3K | Hold |
596
| – | – | 0.02% | 242 |
|
|
2023
Q3 | $47.9K | Sell |
596
-475
| -44% | -$38.1K | 0.02% | 247 |
|
|
2023
Q2 | $95.3K | Hold |
1,071
| – | – | 0.03% | 224 |
|
|
2023
Q1 | $90.4K | Hold |
1,071
| – | – | 0.03% | 226 |
|
|
2022
Q4 | $83.9K | Hold |
1,071
| – | – | 0.03% | 229 |
|
|
2022
Q3 | $68K | Hold |
1,071
| – | – | 0.02% | 240 |
|
|
2022
Q2 | $76K | Sell |
1,071
-200
| -16% | -$14.2K | 0.02% | 230 |
|
|
2022
Q1 | $98K | Hold |
1,271
| – | – | 0.03% | 225 |
|
|
2021
Q4 | $111K | Buy |
1,271
+87
| +7% | +$7.6K | 0.03% | 217 |
|
|
2021
Q3 | $97K | Buy |
1,184
+113
| +11% | +$9.26K | 0.03% | 226 |
|
|
2021
Q2 | $88K | Hold |
1,071
| – | – | 0.03% | 222 |
|
|
2021
Q1 | $73K | Sell |
1,071
-50
| -4% | -$3.41K | 0.02% | 221 |
|
|
2020
Q4 | $76K | Hold |
1,121
| – | – | 0.03% | 212 |
|
|
2020
Q3 | $70K | Hold |
1,121
| – | – | 0.02% | 200 |
|
|
2020
Q2 | $64K | Buy |
+1,121
| New | +$64K | 0.02% | 200 |
|