Northeast 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 | $217K | Hold |
2,193
| – | – | 0.01% | 179 |
|
|
2025
Q1 | $226K | Sell |
2,193
-2
| -0.1% | -$206 | 0.01% | 172 |
|
|
2024
Q4 | $203K | Hold |
2,195
| – | – | 0.01% | 182 |
|
|
2024
Q3 | $228K | Sell |
2,195
-300
| -12% | -$31.2K | 0.01% | 173 |
|
|
2024
Q2 | $240K | Hold |
2,495
| – | – | 0.01% | 174 |
|
|
2024
Q1 | $248K | Hold |
2,495
| – | – | 0.01% | 172 |
|
|
2023
Q4 | $223K | Sell |
2,495
-1,086
| -30% | -$97.2K | 0.01% | 172 |
|
|
2023
Q3 | $288K | Buy |
3,581
+800
| +29% | +$64.2K | 0.02% | 164 |
|
|
2023
Q2 | $248K | Hold |
2,781
| – | – | 0.01% | 168 |
|
|
2023
Q1 | $235K | Hold |
2,781
| – | – | 0.01% | 166 |
|
|
2022
Q4 | $218K | Buy |
+2,781
| New | +$218K | 0.01% | 169 |
|
|
2022
Q2 | – | Sell |
-2,806
| Closed | -$216K | – | 198 |
|
|
2022
Q1 | $216K | Sell |
2,806
-700
| -20% | -$53.9K | 0.01% | 196 |
|
|
2021
Q4 | $305K | Sell |
3,506
-397
| -10% | -$34.5K | 0.01% | 173 |
|
|
2021
Q3 | $321K | Buy |
3,903
+48
| +1% | +$3.95K | 0.02% | 163 |
|
|
2021
Q2 | $315K | Sell |
3,855
-595
| -13% | -$48.6K | 0.02% | 165 |
|
|
2021
Q1 | $305K | Sell |
4,450
-37
| -0.8% | -$2.54K | 0.02% | 159 |
|
|
2020
Q4 | $303K | Sell |
4,487
-728
| -14% | -$49.2K | 0.02% | 154 |
|
|
2020
Q3 | $326K | Sell |
5,215
-3,465
| -40% | -$217K | 0.02% | 141 |
|
|
2020
Q2 | $494K | Buy |
+8,680
| New | +$494K | 0.04% | 113 |
|