NorthCrest Asset Manangement’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 | $344K | Buy |
3,455
+240
| +7% | +$23.9K | 0.01% | 489 |
|
|
2025
Q1 | $332K | Sell |
3,215
-583
| -15% | -$60.2K | 0.01% | 497 |
|
|
2024
Q4 | $352K | Sell |
3,798
-1,312
| -26% | -$122K | 0.01% | 456 |
|
|
2024
Q3 | $531K | Buy |
5,110
+176
| +4% | +$18.3K | 0.02% | 388 |
|
|
2024
Q2 | $475K | Sell |
4,934
-140
| -3% | -$13.5K | 0.02% | 388 |
|
|
2024
Q1 | $504K | Sell |
5,074
-249
| -5% | -$24.7K | 0.02% | 384 |
|
|
2023
Q4 | $476K | Sell |
5,323
-65
| -1% | -$5.82K | 0.02% | 386 |
|
|
2023
Q3 | $433K | Sell |
5,388
-629
| -10% | -$50.5K | 0.02% | 391 |
|
|
2023
Q2 | $536K | Sell |
6,017
-202
| -3% | -$18K | 0.02% | 344 |
|
|
2023
Q1 | $525K | Buy |
6,219
+1,164
| +23% | +$98.2K | 0.02% | 355 |
|
|
2022
Q4 | $396K | Sell |
5,055
-1,888
| -27% | -$148K | 0.02% | 318 |
|
|
2022
Q3 | $443K | Buy |
6,943
+1,222
| +21% | +$78K | 0.02% | 320 |
|
|
2022
Q2 | $404K | Sell |
5,721
-547
| -9% | -$38.6K | 0.02% | 333 |
|
|
2022
Q1 | $482K | Sell |
6,268
-240
| -4% | -$18.5K | 0.02% | 306 |
|
|
2021
Q4 | $567K | Buy |
+6,508
| New | +$567K | 0.03% | 297 |
|