MLL
Moody Lynn & Lieberson’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
11,475
-17
| -0.1% | -$1.68K | 0.07% | 114 |
|
|
2025
Q1 | $1.19M | Sell |
11,492
-1,163
| -9% | -$120K | 0.08% | 106 |
|
|
2024
Q4 | $1.17M | Sell |
12,655
-1,603
| -11% | -$148K | 0.07% | 105 |
|
|
2024
Q3 | $1.48M | Sell |
14,258
-272
| -2% | -$28.3K | 0.09% | 105 |
|
|
2024
Q2 | $1.4M | Sell |
14,530
-350
| -2% | -$33.7K | 0.09% | 98 |
|
|
2024
Q1 | $1.48M | Sell |
14,880
-5,519
| -27% | -$548K | 0.1% | 97 |
|
|
2023
Q4 | $1.83M | Sell |
20,399
-728
| -3% | -$65.1K | 0.14% | 90 |
|
|
2023
Q3 | $1.7M | Sell |
21,127
-514
| -2% | -$41.3K | 0.15% | 84 |
|
|
2023
Q2 | $1.93M | Sell |
21,641
-357
| -2% | -$31.8K | 0.16% | 81 |
|
|
2023
Q1 | $1.86M | Sell |
21,998
-892
| -4% | -$75.3K | 0.17% | 86 |
|
|
2022
Q4 | $1.79M | Sell |
22,890
-3,107
| -12% | -$243K | 0.16% | 88 |
|
|
2022
Q3 | $1.66M | Sell |
25,997
-1,877
| -7% | -$120K | 0.16% | 86 |
|
|
2022
Q2 | $1.97M | Sell |
27,874
-192,484
| -87% | -$13.6M | 0.18% | 84 |
|
|
2022
Q1 | $17M | Sell |
220,358
-28,906
| -12% | -$2.22M | 1.24% | 31 |
|
|
2021
Q4 | $21.7M | Buy |
249,264
+354
| +0.1% | +$30.8K | 1.46% | 26 |
|
|
2021
Q3 | $20.5M | Sell |
248,910
-3,901
| -2% | -$321K | 1.54% | 24 |
|
|
2021
Q2 | $20.7M | Sell |
252,811
-7,514
| -3% | -$614K | 1.56% | 24 |
|
|
2021
Q1 | $17.8M | Buy |
260,325
+3,457
| +1% | +$237K | 1.48% | 24 |
|
|
2020
Q4 | $17.4M | Buy |
256,868
+24,559
| +11% | +$1.66M | 1.49% | 23 |
|
|
2020
Q3 | $14.5M | Buy |
232,309
+52,638
| +29% | +$3.29M | 1.44% | 27 |
|
|
2020
Q2 | $10.2M | Buy |
+179,671
| New | +$10.2M | 1.11% | 33 |
|