Rossmore Private Capital’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 | $1.13M | Buy |
11,372
+21
| +0.2% | +$2.08K | 0.13% | 124 |
|
|
2025
Q1 | $1.17M | Sell |
11,351
-360
| -3% | -$37.2K | 0.14% | 122 |
|
|
2024
Q4 | $1.08M | Sell |
11,711
-15
| -0.1% | -$1.39K | 0.13% | 118 |
|
|
2024
Q3 | $1.22M | Sell |
11,726
-2
| -0% | -$208 | 0.15% | 113 |
|
|
2024
Q2 | $1.13M | Hold |
11,728
| – | – | 0.15% | 108 |
|
|
2024
Q1 | $1.16M | Sell |
11,728
-155
| -1% | -$15.4K | 0.15% | 111 |
|
|
2023
Q4 | $1.06M | Hold |
11,883
| – | – | 0.15% | 112 |
|
|
2023
Q3 | $954K | Buy |
11,883
+50
| +0.4% | +$4.02K | 0.14% | 116 |
|
|
2023
Q2 | $1.05M | Sell |
11,833
-250
| -2% | -$22.3K | 0.16% | 107 |
|
|
2023
Q1 | $1.02M | Sell |
12,083
-529
| -4% | -$44.6K | 0.16% | 107 |
|
|
2022
Q4 | $988K | Sell |
12,612
-3,533
| -22% | -$277K | 0.16% | 110 |
|
|
2022
Q3 | $1.03M | Buy |
16,145
+380
| +2% | +$24.2K | 0.18% | 99 |
|
|
2022
Q2 | $1.11M | Buy |
15,765
+580
| +4% | +$41K | 0.19% | 98 |
|
|
2022
Q1 | $1.17M | Sell |
15,185
-92
| -0.6% | -$7.08K | 0.18% | 100 |
|
|
2021
Q4 | $1.33M | Sell |
15,277
-225
| -1% | -$19.6K | 0.21% | 94 |
|
|
2021
Q3 | $1.28M | Buy |
15,502
+225
| +1% | +$18.5K | 0.22% | 93 |
|
|
2021
Q2 | $1.25M | Buy |
15,277
+463
| +3% | +$37.9K | 0.21% | 96 |
|
|
2021
Q1 | $1.01M | Buy |
14,814
+2,051
| +16% | +$140K | 0.19% | 103 |
|
|
2020
Q4 | $862K | Sell |
12,763
-1,506
| -11% | -$102K | 0.17% | 107 |
|
|
2020
Q3 | $891K | Buy |
14,269
+95
| +0.7% | +$5.93K | 0.21% | 97 |
|
|
2020
Q2 | $806K | Buy |
+14,174
| New | +$806K | 0.22% | 95 |
|