Parsons 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 | $554K | Sell |
5,593
-6,664
| -54% | -$660K | 0.03% | 300 |
|
|
2025
Q1 | $1.26M | Sell |
12,257
-498
| -4% | -$51.4K | 0.07% | 224 |
|
|
2024
Q4 | $1.18M | Sell |
12,755
-336
| -3% | -$31.1K | 0.06% | 226 |
|
|
2024
Q3 | $1.36M | Sell |
13,091
-75
| -0.6% | -$7.8K | 0.09% | 199 |
|
|
2024
Q2 | $1.27M | Sell |
13,166
-32
| -0.2% | -$3.08K | 0.09% | 198 |
|
|
2024
Q1 | $1.31M | Sell |
13,198
-217
| -2% | -$21.5K | 0.09% | 198 |
|
|
2023
Q4 | $1.2M | Sell |
13,415
-128
| -0.9% | -$11.5K | 0.09% | 204 |
|
|
2023
Q3 | $1.09M | Sell |
13,543
-509
| -4% | -$40.9K | 0.09% | 201 |
|
|
2023
Q2 | $1.25M | Sell |
14,052
-1,320
| -9% | -$117K | 0.1% | 183 |
|
|
2023
Q1 | $1.3M | Buy |
15,372
+37
| +0.2% | +$3.12K | 0.1% | 179 |
|
|
2022
Q4 | $1.2M | Buy |
15,335
+766
| +5% | +$60K | 0.1% | 184 |
|
|
2022
Q3 | $929K | Buy |
14,569
+26
| +0.2% | +$1.66K | 0.08% | 205 |
|
|
2022
Q2 | $1.03M | Sell |
14,543
-935
| -6% | -$66.1K | 0.09% | 199 |
|
|
2022
Q1 | $1.19M | Sell |
15,478
-218
| -1% | -$16.8K | 0.09% | 199 |
|
|
2021
Q4 | $1.37M | Sell |
15,696
-1,716
| -10% | -$149K | 0.1% | 186 |
|
|
2021
Q3 | $1.43M | Buy |
17,412
+19
| +0.1% | +$1.56K | 0.11% | 176 |
|
|
2021
Q2 | $1.42M | Sell |
17,393
-167
| -1% | -$13.7K | 0.11% | 176 |
|
|
2021
Q1 | $1.2M | Sell |
17,560
-167
| -0.9% | -$11.4K | 0.1% | 188 |
|
|
2020
Q4 | $1.2M | Sell |
17,727
-518
| -3% | -$35K | 0.1% | 182 |
|
|
2020
Q3 | $1.14M | Sell |
18,245
-1,464
| -7% | -$91.4K | 0.11% | 167 |
|
|
2020
Q2 | $1.12M | Buy |
+19,709
| New | +$1.12M | 0.12% | 157 |
|