Principal Street 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 | $526K | Buy |
5,316
+2,322
| +78% | +$230K | 0.05% | 190 |
|
|
2025
Q1 | $309K | Buy |
2,994
+186
| +7% | +$19.2K | 0.06% | 168 |
|
|
2024
Q4 | $260K | Sell |
2,808
-589
| -17% | -$54.5K | 0.05% | 187 |
|
|
2024
Q3 | $327K | Hold |
3,397
| – | – | 0.05% | 168 |
|
|
2024
Q2 | $327K | Buy |
3,397
+323
| +11% | +$31.1K | 0.06% | 169 |
|
|
2024
Q1 | $298K | Buy |
3,074
+455
| +17% | +$44.2K | 0.06% | 179 |
|
|
2023
Q4 | $234K | Sell |
2,619
-2,551
| -49% | -$228K | 0.06% | 185 |
|
|
2023
Q3 | $415K | Buy |
5,170
+2,585
| +100% | +$208K | 0.08% | 168 |
|
|
2023
Q2 | $230K | Hold |
2,585
| – | – | 0.05% | 196 |
|
|
2023
Q1 | $218K | Sell |
2,585
-32
| -1% | -$2.7K | 0.06% | 204 |
|
|
2022
Q4 | $205K | Buy |
+2,617
| New | +$205K | 0.05% | 217 |
|