Montag & Associates’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 | $470K | Sell |
4,749
-200
| -4% | -$19.8K | 0.02% | 311 |
|
|
2025
Q1 | $511K | Hold |
4,949
| – | – | 0.03% | 309 |
|
|
2024
Q4 | $458K | Sell |
4,949
-667
| -12% | -$61.8K | 0.02% | 323 |
|
|
2024
Q3 | $584K | Sell |
5,616
-29
| -0.5% | -$3.01K | 0.03% | 311 |
|
|
2024
Q2 | $543K | Hold |
5,645
| – | – | 0.03% | 302 |
|
|
2024
Q1 | $560K | Sell |
5,645
-72
| -1% | -$7.15K | 0.03% | 309 |
|
|
2023
Q4 | $512K | Hold |
5,717
| – | – | 0.03% | 299 |
|
|
2023
Q3 | $459K | Hold |
5,717
| – | – | 0.03% | 296 |
|
|
2023
Q2 | $509K | Sell |
5,717
-117
| -2% | -$10.4K | 0.03% | 284 |
|
|
2023
Q1 | $492K | Sell |
5,834
-450
| -7% | -$38K | 0.03% | 281 |
|
|
2022
Q4 | $492K | Sell |
6,284
-162
| -3% | -$12.7K | 0.03% | 264 |
|
|
2022
Q3 | $411K | Sell |
6,446
-43
| -0.7% | -$2.74K | 0.03% | 275 |
|
|
2022
Q2 | $459K | Sell |
6,489
-1,375
| -17% | -$97.3K | 0.03% | 272 |
|
|
2022
Q1 | $605K | Sell |
7,864
-172
| -2% | -$13.2K | 0.03% | 272 |
|
|
2021
Q4 | $700K | Sell |
8,036
-269
| -3% | -$23.4K | 0.03% | 266 |
|
|
2021
Q3 | $683K | Hold |
8,305
| – | – | 0.04% | 263 |
|
|
2021
Q2 | $679K | Sell |
8,305
-55
| -0.7% | -$4.5K | 0.04% | 265 |
|
|
2021
Q1 | $572K | Sell |
8,360
-115
| -1% | -$7.87K | 0.03% | 281 |
|
|
2020
Q4 | $572K | Sell |
8,475
-788
| -9% | -$53.2K | 0.04% | 262 |
|
|
2020
Q3 | $578K | Sell |
9,263
-500
| -5% | -$31.2K | 0.05% | 218 |
|
|
2020
Q2 | $555K | Buy |
+9,763
| New | +$555K | 0.05% | 218 |
|