Moors & Cabot’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 | $526K | Buy |
5,316
+317
| +6% | +$31.4K | 0.02% | 495 |
|
|
2025
Q1 | $516K | Buy |
4,999
+75
| +2% | +$7.74K | 0.03% | 476 |
|
|
2024
Q4 | $456K | Sell |
4,924
-69
| -1% | -$6.39K | 0.02% | 519 |
|
|
2024
Q3 | $519K | Buy |
4,993
+21
| +0.4% | +$2.18K | 0.03% | 490 |
|
|
2024
Q2 | $479K | Buy |
4,972
+357
| +8% | +$34.4K | 0.03% | 501 |
|
|
2024
Q1 | $458K | Sell |
4,615
-1,070
| -19% | -$106K | 0.02% | 531 |
|
|
2023
Q4 | $509K | Sell |
5,685
-468
| -8% | -$41.9K | 0.03% | 461 |
|
|
2023
Q3 | $494K | Buy |
6,153
+67
| +1% | +$5.38K | 0.03% | 440 |
|
|
2023
Q2 | $542K | Buy |
6,086
+229
| +4% | +$20.4K | 0.04% | 424 |
|
|
2023
Q1 | $494K | Sell |
5,857
-75
| -1% | -$6.33K | 0.03% | 437 |
|
|
2022
Q4 | $465K | Sell |
5,932
-102
| -2% | -$7.99K | 0.03% | 448 |
|
|
2022
Q3 | $385K | Sell |
6,034
-317
| -5% | -$20.2K | 0.03% | 479 |
|
|
2022
Q2 | $449K | Sell |
6,351
-223
| -3% | -$15.8K | 0.03% | 440 |
|
|
2022
Q1 | $506K | Buy |
6,574
+469
| +8% | +$36.1K | 0.03% | 466 |
|
|
2021
Q4 | $532K | Sell |
6,105
-148
| -2% | -$12.9K | 0.03% | 442 |
|
|
2021
Q3 | $512K | Buy |
6,253
+814
| +15% | +$66.7K | 0.03% | 441 |
|
|
2021
Q2 | $445K | Buy |
5,439
+142
| +3% | +$11.6K | 0.03% | 448 |
|
|
2021
Q1 | $361K | Sell |
5,297
-1,908
| -26% | -$130K | 0.03% | 482 |
|
|
2020
Q4 | $484K | Sell |
7,205
-570
| -7% | -$38.3K | 0.04% | 384 |
|
|
2020
Q3 | $485K | Sell |
7,775
-426
| -5% | -$26.6K | 0.05% | 336 |
|
|
2020
Q2 | $470K | Buy |
+8,201
| New | +$470K | 0.05% | 328 |
|