Patten & Patten’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 | $347K | Sell |
3,505
-20
| -0.6% | -$1.98K | 0.02% | 254 |
|
|
2025
Q1 | $364K | Sell |
3,525
-2
| -0.1% | -$206 | 0.02% | 247 |
|
|
2024
Q4 | $327K | Sell |
3,527
-10
| -0.3% | -$926 | 0.02% | 255 |
|
|
2024
Q3 | $368K | Sell |
3,537
-306
| -8% | -$31.8K | 0.02% | 246 |
|
|
2024
Q2 | $370K | Hold |
3,843
| – | – | 0.03% | 237 |
|
|
2024
Q1 | $381K | Hold |
3,843
| – | – | 0.03% | 236 |
|
|
2023
Q4 | $344K | Hold |
3,843
| – | – | 0.03% | 226 |
|
|
2023
Q3 | $309K | Hold |
3,843
| – | – | 0.03% | 230 |
|
|
2023
Q2 | $342K | Hold |
3,843
| – | – | 0.03% | 222 |
|
|
2023
Q1 | $324K | Sell |
3,843
-307
| -7% | -$25.9K | 0.03% | 221 |
|
|
2022
Q4 | $325K | Sell |
4,150
-2,220
| -35% | -$174K | 0.03% | 219 |
|
|
2022
Q3 | $406K | Sell |
6,370
-21
| -0.3% | -$1.34K | 0.04% | 206 |
|
|
2022
Q2 | $452K | Sell |
6,391
-200
| -3% | -$14.1K | 0.04% | 203 |
|
|
2022
Q1 | $507K | Sell |
6,591
-315
| -5% | -$24.2K | 0.04% | 205 |
|
|
2021
Q4 | $601K | Buy |
6,906
+33
| +0.5% | +$2.87K | 0.04% | 190 |
|
|
2021
Q3 | $566K | Buy |
6,873
+6
| +0.1% | +$494 | 0.04% | 192 |
|
|
2021
Q2 | $562K | Sell |
6,867
-1,620
| -19% | -$133K | 0.04% | 196 |
|
|
2021
Q1 | $581K | Sell |
8,487
-787
| -8% | -$53.9K | 0.05% | 188 |
|
|
2020
Q4 | $626K | Sell |
9,274
-1,692
| -15% | -$114K | 0.05% | 174 |
|
|
2020
Q3 | $684K | Sell |
10,966
-779
| -7% | -$48.6K | 0.07% | 157 |
|
|
2020
Q2 | $668K | Buy |
+11,745
| New | +$668K | 0.07% | 153 |
|