TownSquare Capital’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 | – | Sell |
-8,298
| Closed | -$856K | – | 1297 |
|
|
2025
Q1 | $856K | Buy |
8,298
+1,272
| +18% | +$131K | 0.01% | 911 |
|
|
2024
Q4 | $651K | Buy |
7,026
+1,801
| +34% | +$167K | 0.01% | 917 |
|
|
2024
Q3 | $543K | Buy |
5,225
+359
| +7% | +$37.3K | 0.01% | 937 |
|
|
2024
Q2 | $468K | Buy |
4,866
+282
| +6% | +$27.1K | 0.01% | 911 |
|
|
2024
Q1 | $455K | Buy |
4,584
+302
| +7% | +$30K | 0.01% | 880 |
|
|
2023
Q4 | $383K | Buy |
+4,282
| New | +$383K | 0.01% | 850 |
|
|
2023
Q3 | – | Sell |
-4,553
| Closed | -$405K | – | 1135 |
|
|
2023
Q2 | $405K | Buy |
4,553
+266
| +6% | +$23.7K | 0.01% | 828 |
|
|
2023
Q1 | $362K | Buy |
4,287
+164
| +4% | +$13.8K | 0.01% | 777 |
|
|
2022
Q4 | $323K | Buy |
+4,123
| New | +$323K | 0.01% | 783 |
|
|
2020
Q2 | – | Sell |
-4,712
| Closed | -$234K | – | 430 |
|
|
2020
Q1 | $234K | Buy |
+4,712
| New | +$234K | 0.02% | 371 |
|