NorthRock Partners’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 | $849K | Buy |
8,574
+1,842
| +27% | +$182K | 0.02% | 275 |
|
|
2025
Q1 | $695K | Buy |
6,732
+433
| +7% | +$44.7K | 0.02% | 275 |
|
|
2024
Q4 | $583K | Sell |
6,299
-172
| -3% | -$15.9K | 0.02% | 314 |
|
|
2024
Q3 | $673K | Sell |
6,471
-157
| -2% | -$16.3K | 0.02% | 291 |
|
|
2024
Q2 | $638K | Buy |
6,628
+139
| +2% | +$13.4K | 0.02% | 282 |
|
|
2024
Q1 | $644K | Buy |
6,489
+860
| +15% | +$85.4K | 0.02% | 290 |
|
|
2023
Q4 | $504K | Buy |
+5,629
| New | +$504K | 0.02% | 321 |
|
|
2022
Q1 | – | Sell |
-3,732
| Closed | -$325K | – | 357 |
|
|
2021
Q4 | $325K | Buy |
3,732
+261
| +8% | +$22.7K | 0.02% | 231 |
|
|
2021
Q3 | $286K | Buy |
3,471
+376
| +12% | +$31K | 0.02% | 216 |
|
|
2021
Q2 | $253K | Buy |
3,095
+123
| +4% | +$10.1K | 0.02% | 213 |
|
|
2021
Q1 | $203K | Sell |
2,972
-403
| -12% | -$27.5K | 0.02% | 219 |
|
|
2020
Q4 | $228K | Sell |
3,375
-45
| -1% | -$3.04K | 0.02% | 196 |
|
|
2020
Q3 | $214K | Sell |
3,420
-256
| -7% | -$16K | 0.02% | 202 |
|
|
2020
Q2 | $209K | Buy |
+3,676
| New | +$209K | 0.02% | 193 |
|