S.A. Mason’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 | $279K | Sell |
2,817
-66
| -2% | -$6.54K | 0.14% | 143 |
|
|
2025
Q1 | $298K | Sell |
2,883
-9
| -0.3% | -$929 | 0.16% | 135 |
|
|
2024
Q4 | $268K | Sell |
2,892
-99
| -3% | -$9.17K | 0.14% | 141 |
|
|
2024
Q3 | $311K | Buy |
2,991
+1
| +0% | +$104 | 0.16% | 130 |
|
|
2024
Q2 | $288K | Hold |
2,990
| – | – | 0.16% | 137 |
|
|
2024
Q1 | $297K | Buy |
2,990
+1
| +0% | +$99 | 0.18% | 127 |
|
|
2023
Q4 | $267K | Sell |
2,989
-12
| -0.4% | -$1.07K | 0.18% | 127 |
|
|
2023
Q3 | $241K | Sell |
3,001
-73
| -2% | -$5.86K | 0.17% | 136 |
|
|
2023
Q2 | $259K | Hold |
3,074
| – | – | 0.19% | 133 |
|
|
2023
Q1 | $259K | Sell |
3,074
-450
| -13% | -$38K | 0.19% | 133 |
|
|
2022
Q4 | $276K | Buy |
3,524
+1
| +0% | +$78 | 0.21% | 125 |
|
|
2022
Q3 | $225K | Buy |
3,523
+1
| +0% | +$64 | 0.18% | 136 |
|
|
2022
Q2 | $249K | Sell |
3,522
-68
| -2% | -$4.81K | 0.18% | 137 |
|
|
2022
Q1 | $276K | Sell |
3,590
-36
| -1% | -$2.77K | 0.17% | 138 |
|
|
2021
Q4 | $316K | Hold |
3,626
| – | – | 0.19% | 123 |
|
|
2021
Q3 | $298K | Buy |
3,626
+209
| +6% | +$17.2K | 0.2% | 128 |
|
|
2021
Q2 | $279K | Hold |
3,417
| – | – | 0.19% | 132 |
|
|
2021
Q1 | $234K | Buy |
3,417
+480
| +16% | +$32.9K | 0.17% | 142 |
|
|
2020
Q4 | $198K | Sell |
2,937
-25
| -0.8% | -$1.69K | 0.16% | 142 |
|
|
2020
Q3 | $185K | Hold |
2,962
| – | – | 0.18% | 135 |
|
|
2020
Q2 | $168K | Buy |
+2,962
| New | +$168K | 0.18% | 136 |
|