Monterey Private Wealth’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $414K | Hold |
4,008
| – | – | 0.12% | 78 |
|
|
2024
Q4 | $371K | Sell |
4,008
-167
| -4% | -$15.5K | 0.12% | 80 |
|
|
2024
Q3 | $434K | Sell |
4,175
-768
| -16% | -$79.8K | 0.15% | 64 |
|
|
2024
Q2 | $476K | Hold |
4,943
| – | – | 0.18% | 60 |
|
|
2024
Q1 | $491K | Buy |
4,943
+8
| +0.2% | +$794 | 0.2% | 57 |
|
|
2023
Q4 | $441K | Sell |
4,935
-41
| -0.8% | -$3.67K | 0.2% | 56 |
|
|
2023
Q3 | $400K | Sell |
4,976
-166
| -3% | -$13.3K | 0.2% | 57 |
|
|
2023
Q2 | $458K | Sell |
5,142
-521
| -9% | -$46.4K | 0.22% | 53 |
|
|
2023
Q1 | $478K | Sell |
5,663
-158
| -3% | -$13.3K | 0.25% | 56 |
|
|
2022
Q4 | $456K | Buy |
5,821
+27
| +0.5% | +$2.11K | 0.25% | 51 |
|
|
2022
Q3 | $374K | Hold |
5,794
| – | – | 0.22% | 59 |
|
|
2022
Q2 | $409K | Buy |
5,794
+1
| +0% | +$71 | 0.23% | 59 |
|
|
2022
Q1 | $450K | Buy |
5,793
+1,171
| +25% | +$91K | 0.22% | 64 |
|
|
2021
Q4 | $402K | Buy |
4,622
+38
| +0.8% | +$3.31K | 0.2% | 68 |
|
|
2021
Q3 | $382K | Hold |
4,584
| – | – | 0.21% | 63 |
|
|
2021
Q2 | $375K | Buy |
4,584
+272
| +6% | +$22.3K | 0.22% | 62 |
|
|
2021
Q1 | $329K | Sell |
4,312
-186
| -4% | -$14.2K | 0.18% | 65 |
|
|
2020
Q4 | $304K | Buy |
4,498
+1
| +0% | +$68 | 0.18% | 62 |
|
|
2020
Q3 | $281K | Hold |
4,497
| – | – | 0.18% | 61 |
|
|
2020
Q2 | $256K | Buy |
+4,497
| New | +$256K | 0.18% | 62 |
|