Osborne Partners Capital 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 | – | Sell |
-75,087
| Closed | -$7.75M | – | 213 |
|
|
2025
Q1 | $7.75M | Sell |
75,087
-1,102
| -1% | -$114K | 0.45% | 83 |
|
|
2024
Q4 | $7.06M | Sell |
76,189
-1,389
| -2% | -$129K | 0.41% | 88 |
|
|
2024
Q3 | $8.06M | Sell |
77,578
-283
| -0.4% | -$29.4K | 0.46% | 82 |
|
|
2024
Q2 | $7.49M | Buy |
77,861
+90
| +0.1% | +$8.66K | 0.45% | 78 |
|
|
2024
Q1 | $7.72M | Sell |
77,771
-89
| -0.1% | -$8.84K | 0.48% | 75 |
|
|
2023
Q4 | $6.97M | Buy |
77,860
+837
| +1% | +$74.9K | 0.46% | 72 |
|
|
2023
Q3 | $6.19M | Buy |
77,023
+483
| +0.6% | +$38.8K | 0.46% | 72 |
|
|
2023
Q2 | $6.81M | Sell |
76,540
-1,171
| -2% | -$104K | 0.49% | 70 |
|
|
2023
Q1 | $6.56M | Sell |
77,711
-993
| -1% | -$83.8K | 0.48% | 77 |
|
|
2022
Q4 | $6.16M | Sell |
78,704
-2,550
| -3% | -$200K | 0.48% | 74 |
|
|
2022
Q3 | $5.18M | Buy |
81,254
+700
| +0.9% | +$44.7K | 0.43% | 79 |
|
|
2022
Q2 | $5.69M | Buy |
80,554
+249
| +0.3% | +$17.6K | 0.44% | 80 |
|
|
2022
Q1 | $6.18M | Buy |
80,305
+3,790
| +5% | +$292K | 0.46% | 73 |
|
|
2021
Q4 | $6.66M | Buy |
76,515
+2,883
| +4% | +$251K | 0.49% | 68 |
|
|
2021
Q3 | $6.06M | Buy |
73,632
+5,193
| +8% | +$427K | 0.49% | 66 |
|
|
2021
Q2 | $5.6M | Buy |
68,439
+673
| +1% | +$55K | 0.46% | 71 |
|
|
2021
Q1 | $4.64M | Buy |
67,766
+7,841
| +13% | +$537K | 0.42% | 76 |
|
|
2020
Q4 | $4.05M | Buy |
59,925
+1,976
| +3% | +$133K | 0.49% | 64 |
|
|
2020
Q3 | $3.62M | Buy |
57,949
+5,950
| +11% | +$371K | 0.73% | 51 |
|
|
2020
Q2 | $2.96M | Buy |
+51,999
| New | +$2.96M | 0.63% | 58 |
|