Romano Brothers & Co’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 | $700K | Sell |
7,074
-85
| -1% | -$8.42K | 0.09% | 190 |
|
|
2025
Q1 | $739K | Sell |
7,159
-88
| -1% | -$9.08K | 0.1% | 181 |
|
|
2024
Q4 | $671K | Sell |
7,247
-137
| -2% | -$12.7K | 0.08% | 186 |
|
|
2024
Q3 | $767K | Hold |
7,384
| – | – | 0.1% | 181 |
|
|
2024
Q2 | $711K | Hold |
7,384
| – | – | 0.1% | 176 |
|
|
2024
Q1 | $733K | Sell |
7,384
-22
| -0.3% | -$2.18K | 0.1% | 177 |
|
|
2023
Q4 | $663K | Sell |
7,406
-457
| -6% | -$40.9K | 0.1% | 172 |
|
|
2023
Q3 | $631K | Sell |
7,863
-148
| -2% | -$11.9K | 0.1% | 177 |
|
|
2023
Q2 | $713K | Sell |
8,011
-200
| -2% | -$17.8K | 0.11% | 167 |
|
|
2023
Q1 | $693K | Hold |
8,211
| – | – | 0.11% | 175 |
|
|
2022
Q4 | $643K | Sell |
8,211
-445
| -5% | -$34.8K | 0.1% | 181 |
|
|
2022
Q3 | $552K | Buy |
+8,656
| New | +$552K | 0.09% | 188 |
|