Neville Rodie & Shaw’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 | $1.11M | Hold |
11,158
| – | – | 0.08% | 125 |
|
|
2025
Q1 | $1.15M | Sell |
11,158
-400
| -3% | -$41.3K | 0.09% | 121 |
|
|
2024
Q4 | $1.07M | Hold |
11,558
| – | – | 0.08% | 128 |
|
|
2024
Q3 | $1.2M | Sell |
11,558
-50
| -0.4% | -$5.2K | 0.09% | 124 |
|
|
2024
Q2 | $1.12M | Hold |
11,608
| – | – | 0.08% | 126 |
|
|
2024
Q1 | $1.15M | Hold |
11,608
| – | – | 0.09% | 124 |
|
|
2023
Q4 | $1.04M | Hold |
11,608
| – | – | 0.09% | 126 |
|
|
2023
Q3 | $932K | Hold |
11,608
| – | – | 0.08% | 129 |
|
|
2023
Q2 | $1.03M | Hold |
11,608
| – | – | 0.09% | 124 |
|
|
2023
Q1 | $980K | Sell |
11,608
-521
| -4% | -$44K | 0.09% | 126 |
|
|
2022
Q4 | $950K | Hold |
12,129
| – | – | 0.09% | 130 |
|
|
2022
Q3 | $774K | Sell |
12,129
-403
| -3% | -$25.7K | 0.08% | 137 |
|
|
2022
Q2 | $886K | Hold |
12,532
| – | – | 0.08% | 132 |
|
|
2022
Q1 | $956K | Sell |
12,532
-100
| -0.8% | -$7.63K | 0.07% | 139 |
|
|
2021
Q4 | $1.1M | Sell |
12,632
-67
| -0.5% | -$5.83K | 0.08% | 138 |
|
|
2021
Q3 | $1.05M | Sell |
12,699
-25
| -0.2% | -$2.06K | 0.08% | 133 |
|
|
2021
Q2 | $1.04M | Hold |
12,724
| – | – | 0.08% | 134 |
|
|
2021
Q1 | $871K | Sell |
12,724
-5,339
| -30% | -$365K | 0.07% | 136 |
|
|
2020
Q4 | $1.22M | Sell |
18,063
-167
| -0.9% | -$11.3K | 0.11% | 110 |
|
|
2020
Q3 | $1.14M | Sell |
18,230
-3,859
| -17% | -$241K | 0.11% | 109 |
|
|
2020
Q2 | $1.26M | Buy |
+22,089
| New | +$1.26M | 0.13% | 103 |
|