Telos Capital Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,932
| Closed | -$271K | – | 200 |
|
|
2024
Q4 | $271K | Sell |
2,932
-90
| -3% | -$8.33K | 0.03% | 176 |
|
|
2024
Q3 | $314K | Sell |
3,022
-174
| -5% | -$18.1K | 0.03% | 172 |
|
|
2024
Q2 | $308K | Sell |
3,196
-188
| -6% | -$18.1K | 0.03% | 165 |
|
|
2024
Q1 | $336K | Sell |
3,384
-353
| -9% | -$35K | 0.04% | 161 |
|
|
2023
Q4 | $334K | Sell |
3,737
-831
| -18% | -$74.3K | 0.04% | 164 |
|
|
2023
Q3 | $367K | Sell |
4,568
-360
| -7% | -$28.9K | 0.05% | 140 |
|
|
2023
Q2 | $439K | Sell |
4,928
-10,945
| -69% | -$974K | 0.06% | 135 |
|
|
2023
Q1 | $1.34M | Sell |
15,873
-3,989
| -20% | -$337K | 0.19% | 94 |
|
|
2022
Q4 | $1.56M | Sell |
19,862
-579
| -3% | -$45.3K | 0.23% | 93 |
|
|
2022
Q3 | $1.3M | Sell |
20,441
-734
| -3% | -$46.8K | 0.21% | 96 |
|
|
2022
Q2 | $1.5M | Sell |
21,175
-464
| -2% | -$32.8K | 0.23% | 96 |
|
|
2022
Q1 | $1.67M | Sell |
21,639
-971
| -4% | -$74.7K | 0.22% | 97 |
|
|
2021
Q4 | $1.97M | Sell |
22,610
-411
| -2% | -$35.8K | 0.25% | 92 |
|
|
2021
Q3 | $1.89M | Sell |
23,021
-870
| -4% | -$71.6K | 0.26% | 95 |
|
|
2021
Q2 | $1.95M | Sell |
23,891
-729
| -3% | -$59.6K | 0.26% | 98 |
|
|
2021
Q1 | $1.69M | Sell |
24,620
-1,383
| -5% | -$94.7K | 0.24% | 99 |
|
|
2020
Q4 | $1.76M | Sell |
26,003
-789
| -3% | -$53.3K | 0.27% | 93 |
|
|
2020
Q3 | $1.67M | Sell |
26,792
-2,261
| -8% | -$141K | 0.29% | 90 |
|
|
2020
Q2 | $1.65M | Buy |
+29,053
| New | +$1.65M | 0.32% | 87 |
|