Radnor 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 | $451K | Hold |
4,552
| – | – | 0.07% | 234 |
|
|
2025
Q1 | $470K | Hold |
4,552
| – | – | 0.08% | 228 |
|
|
2024
Q4 | $422K | Sell |
4,552
-224
| -5% | -$20.8K | 0.07% | 243 |
|
|
2024
Q3 | $496K | Buy |
4,776
+224
| +5% | +$23.3K | 0.07% | 237 |
|
|
2024
Q2 | $438K | Buy |
4,552
+105
| +2% | +$10.1K | 0.13% | 121 |
|
|
2024
Q1 | $441K | Buy |
4,447
+2,024
| +84% | +$201K | 0.08% | 239 |
|
|
2023
Q4 | $217K | Buy |
+2,423
| New | +$217K | 0.04% | 303 |
|
|
2023
Q3 | – | Sell |
-2,259
| Closed | -$201K | – | 303 |
|
|
2023
Q2 | $201K | Buy |
+2,259
| New | +$201K | 0.09% | 122 |
|