Tower Bridge Advisors’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 | $331K | Hold |
3,346
| – | – | 0.04% | 158 |
|
|
2025
Q1 | $345K | Hold |
3,346
| – | – | 0.04% | 153 |
|
|
2024
Q4 | $310K | Sell |
3,346
-112
| -3% | -$10.4K | 0.03% | 160 |
|
|
2024
Q3 | $359K | Hold |
3,458
| – | – | 0.04% | 156 |
|
|
2024
Q2 | $333K | Hold |
3,458
| – | – | 0.04% | 155 |
|
|
2024
Q1 | $343K | Sell |
3,458
-1,500
| -30% | -$149K | 0.03% | 172 |
|
|
2023
Q4 | $444K | Hold |
4,958
| – | – | 0.04% | 173 |
|
|
2023
Q3 | $398K | Buy |
4,958
+107
| +2% | +$8.59K | 0.04% | 172 |
|
|
2023
Q2 | $432K | Sell |
4,851
-1,707
| -26% | -$152K | 0.04% | 157 |
|
|
2023
Q1 | $553K | Hold |
6,558
| – | – | 0.05% | 169 |
|
|
2022
Q4 | $514K | Hold |
6,558
| – | – | 0.04% | 173 |
|
|
2022
Q3 | $418K | Sell |
6,558
-153
| -2% | -$9.76K | 0.04% | 178 |
|
|
2022
Q2 | $474K | Sell |
6,711
-550
| -8% | -$38.9K | 0.04% | 176 |
|
|
2022
Q1 | $559K | Sell |
7,261
-349
| -5% | -$26.9K | 0.04% | 186 |
|
|
2021
Q4 | $663K | Sell |
7,610
-364
| -5% | -$31.7K | 0.04% | 182 |
|
|
2021
Q3 | $656K | Buy |
7,974
+258
| +3% | +$21.2K | 0.04% | 179 |
|
|
2021
Q2 | $631K | Sell |
7,716
-200
| -3% | -$16.4K | 0.04% | 178 |
|
|
2021
Q1 | $542K | Sell |
7,916
-1,673
| -17% | -$115K | 0.04% | 177 |
|
|
2020
Q4 | $648K | Sell |
9,589
-2,312
| -19% | -$156K | 0.05% | 166 |
|
|
2020
Q3 | $743K | Sell |
11,901
-3,957
| -25% | -$247K | 0.08% | 125 |
|
|
2020
Q2 | $902K | Buy |
+15,858
| New | +$902K | 0.1% | 114 |
|