Parsec Financial Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $543K | Sell |
6,429
-285
| -4% | -$24.1K | 0.02% | 198 |
|
|
2022
Q4 | $526K | Sell |
6,714
-39
| -0.6% | -$3.05K | 0.02% | 202 |
|
|
2022
Q3 | $431K | Sell |
6,753
-247
| -4% | -$15.8K | 0.02% | 207 |
|
|
2022
Q2 | $495K | Sell |
7,000
-272
| -4% | -$19.2K | 0.02% | 208 |
|
|
2022
Q1 | $560K | Sell |
7,272
-19
| -0.3% | -$1.46K | 0.02% | 211 |
|
|
2021
Q4 | $635K | Buy |
7,291
+2
| +0% | +$174 | 0.03% | 202 |
|
|
2021
Q3 | $609K | Buy |
7,289
+89
| +1% | +$7.44K | 0.03% | 198 |
|
|
2021
Q2 | $589K | Sell |
7,200
-422
| -6% | -$34.5K | 0.03% | 187 |
|
|
2021
Q1 | $522K | Sell |
7,622
-192
| -2% | -$13.1K | 0.03% | 184 |
|
|
2020
Q4 | $528K | Sell |
7,814
-679
| -8% | -$45.9K | 0.03% | 172 |
|
|
2020
Q3 | $530K | Sell |
8,493
-48,303
| -85% | -$3.01M | 0.03% | 157 |
|
|
2020
Q2 | $3.23M | Buy |
+56,796
| New | +$3.23M | 0.21% | 89 |
|