North Star Investment Management’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 | $181K | Hold |
1,832
| – | – | 0.01% | 433 |
|
|
2025
Q1 | $189K | Buy |
1,832
+1
| +0.1% | +$103 | 0.01% | 419 |
|
|
2024
Q4 | $170K | Hold |
1,831
| – | – | 0.01% | 437 |
|
|
2024
Q3 | $190K | Buy |
1,831
+100
| +6% | +$10.4K | 0.01% | 423 |
|
|
2024
Q2 | $167K | Sell |
1,731
-450
| -21% | -$43.3K | 0.01% | 434 |
|
|
2024
Q1 | $217K | Buy |
2,181
+592
| +37% | +$58.8K | 0.02% | 408 |
|
|
2023
Q4 | $142K | Hold |
1,589
| – | – | 0.01% | 458 |
|
|
2023
Q3 | $128K | Buy |
1,589
+90
| +6% | +$7.23K | 0.01% | 473 |
|
|
2023
Q2 | $133K | Hold |
1,499
| – | – | 0.01% | 479 |
|
|
2023
Q1 | $127K | Sell |
1,499
-21
| -1% | -$1.77K | 0.01% | 488 |
|
|
2022
Q4 | $119K | Hold |
1,520
| – | – | 0.01% | 474 |
|
|
2022
Q3 | $97K | Hold |
1,520
| – | – | 0.01% | 453 |
|
|
2022
Q2 | $107K | Buy |
1,520
+1
| +0.1% | +$70 | 0.01% | 441 |
|
|
2022
Q1 | $117K | Sell |
1,519
-25
| -2% | -$1.93K | 0.01% | 445 |
|
|
2021
Q4 | $134K | Hold |
1,544
| – | – | 0.01% | 442 |
|
|
2021
Q3 | $127K | Hold |
1,544
| – | – | 0.01% | 439 |
|
|
2021
Q2 | $126K | Buy |
1,544
+30
| +2% | +$2.45K | 0.01% | 447 |
|
|
2021
Q1 | $104K | Hold |
1,514
| – | – | 0.01% | 443 |
|
|
2020
Q4 | $102K | Sell |
1,514
-125
| -8% | -$8.42K | 0.01% | 435 |
|
|
2020
Q3 | $102K | Sell |
1,639
-72
| -4% | -$4.48K | 0.01% | 407 |
|
|
2020
Q2 | $97K | Buy |
+1,711
| New | +$97K | 0.01% | 399 |
|