Salem Investment Counselors’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 | $749K | Sell |
7,567
-82
| -1% | -$8.12K | 0.02% | 239 |
|
|
2025
Q1 | $789K | Sell |
7,649
-1,277
| -14% | -$132K | 0.03% | 220 |
|
|
2024
Q4 | $827K | Sell |
8,926
-264
| -3% | -$24.4K | 0.03% | 219 |
|
|
2024
Q3 | $955K | Buy |
9,190
+87
| +1% | +$9.04K | 0.03% | 206 |
|
|
2024
Q2 | $876K | Sell |
9,103
-356
| -4% | -$34.3K | 0.03% | 209 |
|
|
2024
Q1 | $939K | Sell |
9,459
-164
| -2% | -$16.3K | 0.03% | 205 |
|
|
2023
Q4 | $861K | Sell |
9,623
-360
| -4% | -$32.2K | 0.03% | 200 |
|
|
2023
Q3 | $802K | Sell |
9,983
-612
| -6% | -$49.2K | 0.03% | 192 |
|
|
2023
Q2 | $943K | Sell |
10,595
-122
| -1% | -$10.9K | 0.03% | 180 |
|
|
2023
Q1 | $905K | Buy |
10,717
+3,945
| +58% | +$333K | 0.04% | 185 |
|
|
2022
Q4 | $530K | Buy |
6,772
+419
| +7% | +$32.8K | 0.02% | 237 |
|
|
2022
Q3 | $405K | Sell |
6,353
-610
| -9% | -$38.9K | 0.02% | 245 |
|
|
2022
Q2 | $492K | Sell |
6,963
-816
| -10% | -$57.7K | 0.02% | 246 |
|
|
2022
Q1 | $599K | Buy |
7,779
+21
| +0.3% | +$1.62K | 0.02% | 236 |
|
|
2021
Q4 | $675K | Sell |
7,758
-2,877
| -27% | -$250K | 0.02% | 242 |
|
|
2021
Q3 | $875K | Sell |
10,635
-1,316
| -11% | -$108K | 0.05% | 187 |
|
|
2021
Q2 | $977K | Sell |
11,951
-625
| -5% | -$51.1K | 0.05% | 175 |
|
|
2021
Q1 | $861K | Sell |
12,576
-1,359
| -10% | -$93K | 0.05% | 171 |
|
|
2020
Q4 | $941K | Sell |
13,935
-795
| -5% | -$53.7K | 0.06% | 156 |
|
|
2020
Q3 | $919K | Sell |
14,730
-22,475
| -60% | -$1.4M | 0.07% | 147 |
|
|
2020
Q2 | $2.12M | Buy |
+37,205
| New | +$2.12M | 0.18% | 99 |
|