Ramsay Stattman Vela & Price’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,922
| Closed | -$206K | – | 88 |
|
|
2022
Q2 | $206K | Hold |
2,922
| – | – | 0.05% | 88 |
|
|
2022
Q1 | $225K | Hold |
2,922
| – | – | 0.04% | 89 |
|
|
2021
Q4 | $254K | Hold |
2,922
| – | – | 0.06% | 65 |
|
|
2021
Q3 | $240K | Sell |
2,922
-112
| -4% | -$9.2K | 0.06% | 66 |
|
|
2021
Q2 | $248K | Sell |
3,034
-1,160
| -28% | -$94.8K | 0.06% | 65 |
|
|
2021
Q1 | $287K | Sell |
4,194
-7,031
| -63% | -$481K | 0.08% | 65 |
|
|
2020
Q4 | $758K | Sell |
11,225
-19,762
| -64% | -$1.33M | 0.21% | 51 |
|
|
2020
Q3 | $1.93M | Sell |
30,987
-99
| -0.3% | -$6.18K | 0.6% | 36 |
|
|
2020
Q2 | $1.77M | Buy |
+31,086
| New | +$1.77M | 0.61% | 37 |
|