Mountain Pacific Investment Advisers’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 | $243K | Sell |
2,455
-235
| -9% | -$23.3K | 0.02% | 134 |
|
|
2025
Q1 | $278K | Sell |
2,690
-100
| -4% | -$10.3K | 0.02% | 132 |
|
|
2024
Q4 | $258K | Hold |
2,790
| – | – | 0.02% | 129 |
|
|
2024
Q3 | $290K | Hold |
2,790
| – | – | 0.02% | 128 |
|
|
2024
Q2 | $269K | Sell |
2,790
-160
| -5% | -$15.4K | 0.02% | 128 |
|
|
2024
Q1 | $293K | Sell |
2,950
-211
| -7% | -$20.9K | 0.02% | 127 |
|
|
2023
Q4 | $283K | Hold |
3,161
| – | – | 0.02% | 122 |
|
|
2023
Q3 | $254K | Hold |
3,161
| – | – | 0.02% | 123 |
|
|
2023
Q2 | $281K | Sell |
3,161
-150
| -5% | -$13.4K | 0.02% | 122 |
|
|
2023
Q1 | $279K | Hold |
3,311
| – | – | 0.02% | 124 |
|
|
2022
Q4 | $259K | Sell |
3,311
-433
| -12% | -$33.9K | 0.02% | 125 |
|
|
2022
Q3 | $239K | Sell |
3,744
-67
| -2% | -$4.28K | 0.02% | 121 |
|
|
2022
Q2 | $269K | Sell |
3,811
-550
| -13% | -$38.8K | 0.02% | 121 |
|
|
2022
Q1 | $336K | Sell |
4,361
-12
| -0.3% | -$925 | 0.02% | 121 |
|
|
2021
Q4 | $381K | Sell |
4,373
-100
| -2% | -$8.71K | 0.02% | 118 |
|
|
2021
Q3 | $368K | Hold |
4,473
| – | – | 0.02% | 117 |
|
|
2021
Q2 | $366K | Hold |
4,473
| – | – | 0.02% | 115 |
|
|
2021
Q1 | $306K | Sell |
4,473
-1,550
| -26% | -$106K | 0.02% | 120 |
|
|
2020
Q4 | $407K | Sell |
6,023
-600
| -9% | -$40.5K | 0.03% | 107 |
|
|
2020
Q3 | $413K | Sell |
6,623
-1,039
| -14% | -$64.8K | 0.03% | 99 |
|
|
2020
Q2 | $436K | Buy |
+7,662
| New | +$436K | 0.04% | 95 |
|