Tufton 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
Q2 | $1.51M | Sell |
15,261
-175
| -1% | -$17.3K | 0.29% | 67 |
|
2025
Q1 | $1.59M | Sell |
15,436
-231
| -1% | -$23.8K | 0.31% | 64 |
|
2024
Q4 | $1.45M | Sell |
15,667
-60
| -0.4% | -$5.56K | 0.27% | 68 |
|
2024
Q3 | $1.63M | Sell |
15,727
-125
| -0.8% | -$13K | 0.31% | 66 |
|
2024
Q2 | $1.53M | Sell |
15,852
-205
| -1% | -$19.7K | 0.3% | 65 |
|
2024
Q1 | $1.59M | Sell |
16,057
-3,362
| -17% | -$334K | 0.31% | 65 |
|
2023
Q4 | $1.74M | Sell |
19,419
-1,852
| -9% | -$166K | 0.36% | 61 |
|
2023
Q3 | $1.71M | Sell |
21,271
-5,164
| -20% | -$415K | 0.38% | 60 |
|
2023
Q2 | $2.35M | Sell |
26,435
-2,168
| -8% | -$193K | 0.51% | 54 |
|
2023
Q1 | $2.41M | Sell |
28,603
-10
| -0% | -$844 | 0.52% | 53 |
|
2022
Q4 | $2.24M | Sell |
28,613
-572
| -2% | -$44.8K | 0.49% | 54 |
|
2022
Q3 | $1.86M | Sell |
29,185
-8,100
| -22% | -$517K | 0.45% | 55 |
|
2022
Q2 | $2.63M | Sell |
37,285
-314
| -0.8% | -$22.2K | 0.49% | 54 |
|
2022
Q1 | $2.89M | Sell |
37,599
-1,434
| -4% | -$110K | 0.47% | 54 |
|
2021
Q4 | $3.4M | Sell |
39,033
-6,046
| -13% | -$526K | 0.52% | 53 |
|
2021
Q3 | $3.71M | Sell |
45,079
-82
| -0.2% | -$6.75K | 0.63% | 51 |
|
2021
Q2 | $3.69M | Sell |
45,161
-593
| -1% | -$48.5K | 0.61% | 50 |
|
2021
Q1 | $3.13M | Sell |
45,754
-785
| -2% | -$53.7K | 0.53% | 51 |
|
2020
Q4 | $3.14M | Buy |
46,539
+633
| +1% | +$42.8K | 0.58% | 49 |
|
2020
Q3 | $2.87M | Buy |
45,906
+11,206
| +32% | +$699K | 0.59% | 48 |
|
2020
Q2 | $1.97M | Buy |
+34,700
| New | +$1.97M | 0.43% | 52 |
|