Tortoise Investment 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
Q2 | $13.9K | Buy |
140
+15
| +12% | +$1.49K | ﹤0.01% | 557 |
|
|
2025
Q1 | $12.9K | Hold |
125
| – | – | ﹤0.01% | 550 |
|
|
2024
Q4 | $11.6K | Hold |
125
| – | – | ﹤0.01% | 606 |
|
|
2024
Q3 | $13K | Hold |
125
| – | – | ﹤0.01% | 606 |
|
|
2024
Q2 | $12K | Hold |
125
| – | – | ﹤0.01% | 605 |
|
|
2024
Q1 | $12.4K | Hold |
125
| – | – | ﹤0.01% | 593 |
|
|
2023
Q4 | $11.2K | Sell |
125
-6
| -5% | -$537 | ﹤0.01% | 551 |
|
|
2023
Q3 | $10.5K | Buy |
131
+6
| +5% | +$482 | ﹤0.01% | 550 |
|
|
2023
Q2 | $11.1K | Hold |
125
| – | – | ﹤0.01% | 539 |
|
|
2023
Q1 | $10.6K | Hold |
125
| – | – | ﹤0.01% | 539 |
|
|
2022
Q4 | $9.79K | Sell |
125
-50
| -29% | -$3.92K | ﹤0.01% | 539 |
|
|
2022
Q3 | $11K | Hold |
175
| – | – | ﹤0.01% | 511 |
|
|
2022
Q2 | $12K | Hold |
175
| – | – | ﹤0.01% | 491 |
|
|
2022
Q1 | $13K | Hold |
175
| – | – | ﹤0.01% | 476 |
|
|
2021
Q4 | $15K | Hold |
175
| – | – | ﹤0.01% | 433 |
|
|
2021
Q3 | $14K | Hold |
175
| – | – | ﹤0.01% | 434 |
|
|
2021
Q2 | $14K | Hold |
175
| – | – | ﹤0.01% | 426 |
|
|
2021
Q1 | $12K | Buy |
175
+50
| +40% | +$3.43K | ﹤0.01% | 418 |
|
|
2020
Q4 | $8K | Hold |
125
| – | – | ﹤0.01% | 440 |
|
|
2020
Q3 | $8K | Buy |
125
+50
| +67% | +$3.2K | ﹤0.01% | 404 |
|
|
2020
Q2 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 425 |
|